+46.0%
DGX vs AEIS
+6.2%
+39.8%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -11.1% | +14.6% | +3.1% |
| 7D | +4.1% | -12.7% | +16.8% | +3.7% |
| 30D | +10.5% | -28.8% | +39.3% | +9.6% |
| 3M | +9.8% | -38.0% | +47.8% | +8.8% |
| 6M | +34.6% | -45.3% | +79.9% | +33.9% |
| YTD | +49.8% | +1.1% | +48.7% | +47.7% |
| 1Y | +46.0% | +8.6% | +37.4% | +43.9% |
| All | +46.0% | +6.2% | +39.8% | +43.9% |
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