+43.4%
EQX vs AEIS
+93.3%
-49.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.4% | -4.8% | -2.9% |
| 7D | -1.4% | +3.0% | -4.3% | -2.0% |
| 30D | +24.4% | -14.6% | +39.0% | +28.4% |
| 3M | +11.6% | -12.4% | +24.1% | +11.6% |
| 6M | -25.0% | -15.0% | -10.0% | -24.7% |
| YTD | -8.4% | +34.3% | -42.7% | -14.7% |
| 1Y | +43.4% | +87.4% | -44.0% | +22.1% |
| All | +43.4% | +93.3% | -49.9% | +22.1% |
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