+176.3%
DAL vs AEIS
+162.3%
+14.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.5% | -5.4% | -2.4% |
| 7D | +2.3% | +9.5% | -7.1% | -1.1% |
| 30D | +14.3% | -17.5% | +31.8% | +20.2% |
| 3M | +1.3% | -29.3% | +30.6% | +11.5% |
| 6M | +29.3% | -34.7% | +64.0% | +42.3% |
| YTD | +33.0% | +10.7% | +22.3% | +10.0% |
| 1Y | +59.8% | +7.4% | +52.5% | +33.9% |
| All | +176.3% | +162.3% | +14.0% | +35.7% |
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