+35.9%
EIX vs AEIS
+332.3%
-296.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.0% | +4.3% | +0.9% |
| 7D | +1.4% | +11.5% | -10.1% | -0.2% |
| 30D | +8.5% | -15.8% | +24.3% | +10.4% |
| 3M | -13.5% | -33.3% | +19.9% | -9.5% |
| 6M | -12.4% | -35.2% | +22.8% | -9.3% |
| YTD | +5.9% | +5.0% | +0.9% | 0.0% |
| 1Y | +7.6% | +8.5% | -0.9% | +0.8% |
| 3Y | +12.8% | +152.9% | -140.1% | -11.9% |
| 5Y | +19.2% | +144.6% | -125.4% | -8.6% |
| All | +35.9% | +332.3% | -296.5% | -17.7% |
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 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