+113.0%
DAL vs AEIS
+145.4%
-32.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.2% | -4.0% | -4.8% |
| 7D | +1.4% | +23.2% | -21.8% | -6.5% |
| 30D | +9.1% | -17.0% | +26.1% | +15.0% |
| 3M | -3.5% | -32.2% | +28.7% | +9.2% |
| 6M | +23.4% | -32.6% | +55.9% | +34.8% |
| YTD | +26.0% | +9.4% | +16.7% | +4.8% |
| 1Y | +44.6% | +7.7% | +37.0% | +21.0% |
| 3Y | +162.7% | +157.9% | +4.8% | +30.9% |
| 5Y | +113.0% | +154.8% | -41.8% | -1.9% |
| All | +113.0% | +145.4% | -32.4% | -1.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling