+35.0%
ELV vs AEIS
+81.9%
-46.9%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.6% | +4.9% | +5.5% |
| 7D | +2.8% | +2.3% | +0.5% | +2.7% |
| 30D | +4.9% | -14.8% | +19.7% | +5.1% |
| 3M | +4.9% | -15.6% | +20.5% | +4.6% |
| 6M | +45.1% | -8.7% | +53.8% | +42.7% |
| YTD | +20.7% | +37.3% | -16.7% | +13.8% |
| 1Y | +35.0% | +80.3% | -45.3% | +23.0% |
| All | +35.0% | +81.9% | -46.9% | +23.0% |
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