+36.3%
DIS vs AEIS
+347.9%
-311.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.2% |
| 7D | +4.4% | -6.9% | +11.3% | +5.4% |
| 30D | +10.3% | -23.2% | +33.5% | +15.6% |
| 3M | +15.5% | -29.5% | +45.0% | +22.1% |
| 6M | +11.2% | -37.9% | +49.1% | +18.2% |
| YTD | +5.6% | +6.0% | -0.4% | -5.0% |
| 1Y | +7.7% | +1.2% | +6.5% | -2.0% |
| 3Y | +39.3% | +150.0% | -110.7% | -7.0% |
| 5Y | -29.5% | +141.9% | -171.4% | -53.6% |
| 10Y | +36.3% | +356.2% | -319.9% | -33.6% |
| All | +36.3% | +347.9% | -311.7% | -33.6% |
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