+195.6%
EQT vs AEIS
+216.9%
-21.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.1% | +4.7% | +1.4% |
| 7D | -1.2% | -0.2% | -1.0% | -1.2% |
| 30D | +1.1% | -16.4% | +17.5% | +4.1% |
| 3M | +4.8% | -11.1% | +15.9% | +4.9% |
| 6M | -10.6% | -12.0% | +1.5% | -11.8% |
| YTD | +3.4% | +30.9% | -27.4% | -8.9% |
| 1Y | +8.7% | +74.3% | -65.7% | -12.6% |
| 3Y | +35.0% | +165.2% | -130.2% | -8.1% |
| All | +195.6% | +216.9% | -21.4% | +88.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling