+4,404.4%
DELL vs AEIS
+562.2%
+3,842.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +4.9% | +7.0% | +9.9% |
| 7D | +8.2% | +2.3% | +6.0% | +7.4% |
| 30D | +17.1% | -14.8% | +31.9% | +25.2% |
| 3M | +45.2% | -15.6% | +60.7% | +54.2% |
| 6M | +286.8% | -8.7% | +295.5% | +289.8% |
| YTD | +354.8% | +37.3% | +317.5% | +278.9% |
| 1Y | +358.3% | +80.3% | +277.9% | +235.3% |
| 3Y | +724.9% | +177.9% | +547.0% | +393.5% |
| 5Y | +1,193.7% | +235.8% | +957.9% | +602.8% |
| All | +4,404.4% | +562.2% | +3,842.2% | +1,590.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling