+38.3%
EAT vs AEIS
+85.4%
-47.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.1% | -2.1% | -3.1% |
| 7D | -6.8% | +6.5% | -13.3% | -7.2% |
| 30D | -5.4% | -9.2% | +3.8% | -4.6% |
| 3M | +42.8% | -8.3% | +51.1% | +42.2% |
| 6M | +56.5% | -6.3% | +62.8% | +54.8% |
| YTD | +50.0% | +36.5% | +13.5% | +46.3% |
| 1Y | +38.3% | +84.8% | -46.5% | +36.7% |
| All | +38.3% | +85.4% | -47.1% | +36.7% |
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