+179.6%
CAH vs AEIS
+148.8%
+30.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.0% | +5.0% | +1.1% |
| 7D | +3.5% | +11.5% | -8.1% | +3.4% |
| 30D | +13.5% | -15.8% | +29.2% | +13.6% |
| 3M | +21.8% | -33.3% | +55.2% | +22.3% |
| 6M | +51.5% | -35.2% | +86.7% | +51.9% |
| YTD | +38.1% | +5.0% | +33.1% | +35.8% |
| 1Y | +37.7% | +8.5% | +29.2% | +35.3% |
| 3Y | +179.6% | +152.9% | +26.7% | +176.7% |
| All | +179.6% | +148.8% | +30.8% | +176.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AEIS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling