+98.5%
DAL vs AEIS
+142.1%
-43.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.4% | -0.6% | +0.9% |
| 7D | +0.1% | +3.0% | -2.8% | -1.0% |
| 30D | -13.9% | -14.6% | +0.7% | -9.2% |
| 3M | +1.1% | -12.4% | +13.5% | +2.3% |
| 6M | +26.2% | -15.0% | +41.2% | +26.7% |
| YTD | +16.4% | +34.3% | -17.9% | -7.7% |
| 1Y | +33.9% | +87.4% | -53.5% | -11.6% |
| All | +98.5% | +142.1% | -43.6% | -0.1% |
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