+143.3%
DELL vs AEIS
+6.2%
+137.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -11.1% | +2.3% | -4.0% |
| 7D | -24.6% | -12.7% | -11.9% | -19.9% |
| 30D | -32.5% | -28.8% | -3.6% | -22.5% |
| 3M | -20.2% | -38.0% | +17.8% | -4.5% |
| 6M | +76.5% | -45.3% | +121.8% | +114.7% |
| YTD | +198.9% | +1.1% | +197.8% | +200.8% |
| 1Y | +143.3% | +8.6% | +134.7% | +140.7% |
| All | +143.3% | +6.2% | +137.1% | +140.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling