-47.1%
EOSE vs AEIS
+93.3%
-140.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.4% | +8.5% | +9.2% |
| 7D | +19.0% | +3.0% | +16.1% | +16.9% |
| 30D | +1.6% | -14.6% | +16.2% | +12.2% |
| 3M | -52.0% | -12.4% | -39.5% | -49.2% |
| 6M | -42.5% | -15.0% | -27.6% | -39.7% |
| YTD | -66.1% | +34.3% | -100.4% | -75.8% |
| 1Y | -47.1% | +87.4% | -134.5% | -69.2% |
| All | -47.1% | +93.3% | -140.5% | -69.2% |
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