+351.3%
DAL vs AEIS
+1,055.5%
-704.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.4% | -0.6% | +0.8% |
| 7D | +0.1% | +3.0% | -2.8% | -1.1% |
| 30D | -13.9% | -14.6% | +0.7% | -8.9% |
| 3M | +1.1% | -12.4% | +13.5% | +2.7% |
| 6M | +26.2% | -15.0% | +41.2% | +27.8% |
| YTD | +16.4% | +34.3% | -17.9% | -3.5% |
| 1Y | +33.9% | +87.4% | -53.5% | -4.2% |
| 3Y | +93.4% | +139.8% | -46.4% | +21.2% |
| 5Y | +106.4% | +220.7% | -114.4% | +12.3% |
| 10Y | +143.0% | +531.6% | -388.6% | -10.8% |
| All | +351.3% | +1,055.5% | -704.2% | -16.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling