+26.9%
EOG vs AEIS
+76.3%
-49.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.4% | 0.0% |
| 7D | +1.0% | -0.2% | +1.2% | +1.0% |
| 30D | +2.8% | -16.4% | +19.2% | +1.7% |
| 3M | +5.9% | -11.1% | +17.0% | +5.7% |
| 6M | +17.1% | -12.0% | +29.1% | +16.5% |
| YTD | +43.9% | +30.9% | +13.1% | +42.4% |
| 1Y | +26.9% | +74.3% | -47.5% | +25.8% |
| All | +26.9% | +76.3% | -49.4% | +25.8% |
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