+7.8%
EQT vs AEIS
+93.3%
-85.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.2% | -0.8% |
| 7D | +1.1% | +3.0% | -1.9% | +1.0% |
| 30D | +7.7% | -14.6% | +22.3% | +8.0% |
| 3M | +0.2% | -12.4% | +12.6% | +0.2% |
| 6M | -9.5% | -15.0% | +5.5% | -9.7% |
| YTD | +3.8% | +34.3% | -30.5% | -2.2% |
| 1Y | +7.8% | +87.4% | -79.6% | +3.4% |
| All | +7.8% | +93.3% | -85.6% | +3.4% |
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