+1,120.6%
DELL vs AEIS
+233.3%
+887.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.8% |
| 7D | +8.7% | +6.5% | +2.3% | +5.5% |
| 30D | +16.9% | -9.2% | +26.1% | +22.0% |
| 3M | +40.4% | -8.3% | +48.8% | +43.8% |
| 6M | +267.1% | -6.3% | +273.4% | +261.8% |
| YTD | +329.1% | +36.5% | +292.6% | +238.8% |
| 1Y | +346.9% | +84.8% | +262.2% | +192.7% |
| 3Y | +696.6% | +176.6% | +520.1% | +303.7% |
| All | +1,120.6% | +233.3% | +887.3% | +432.0% |
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