+614.7%
EAT vs AEIS
+173.5%
+441.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.8% | -6.1% | -4.0% |
| 7D | -4.9% | +8.1% | -13.0% | -6.6% |
| 30D | -1.2% | -11.1% | +9.9% | +1.2% |
| 3M | +52.2% | -5.6% | +57.9% | +50.1% |
| 6M | +65.0% | -0.6% | +65.7% | +58.0% |
| YTD | +55.0% | +38.0% | +17.0% | +32.9% |
| 1Y | +42.1% | +87.2% | -45.2% | +7.2% |
| 3Y | +614.7% | +179.7% | +435.0% | +351.1% |
| All | +614.7% | +173.5% | +441.2% | +351.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling