+44.7%
DG vs AEIS
+6.2%
+38.4%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -11.1% | +19.7% | +7.4% |
| 7D | +12.3% | -12.7% | +25.0% | +11.2% |
| 30D | +19.3% | -28.8% | +48.1% | +17.1% |
| 3M | +11.9% | -38.0% | +49.9% | +9.4% |
| 6M | +25.0% | -45.3% | +70.3% | +23.1% |
| YTD | +8.7% | +1.1% | +7.6% | +1.7% |
| 1Y | +44.7% | +8.6% | +36.1% | +34.5% |
| All | +44.7% | +6.2% | +38.4% | +34.5% |
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