+29.2%
CHD vs AEIS
+148.8%
-119.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.0% | +5.4% | +1.1% |
| 7D | +3.6% | +11.5% | -7.9% | +4.5% |
| 30D | +10.4% | -15.8% | +26.2% | +9.4% |
| 3M | +12.2% | -33.3% | +45.5% | +9.7% |
| 6M | +19.9% | -35.2% | +55.1% | +17.7% |
| YTD | +36.4% | +5.0% | +31.4% | +38.8% |
| 1Y | +35.1% | +8.5% | +26.7% | +37.8% |
| 3Y | +29.2% | +152.9% | -123.7% | +36.9% |
| All | +29.2% | +148.8% | -119.6% | +36.9% |
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