+319.1%
DELL vs AEIS
+93.3%
+225.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -0.9% | +0.7% |
| 7D | +14.9% | +3.0% | +11.9% | +13.8% |
| 30D | +13.3% | -14.6% | +27.9% | +19.2% |
| 3M | +24.4% | -12.4% | +36.8% | +28.2% |
| 6M | +258.0% | -15.0% | +273.0% | +269.0% |
| YTD | +320.2% | +34.3% | +285.9% | +271.3% |
| 1Y | +319.1% | +87.4% | +231.7% | +234.3% |
| All | +319.1% | +93.3% | +225.7% | +234.3% |
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