+251.1%
EQX vs AEIS
+592.5%
-341.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +1.9% |
| 7D | +1.7% | +6.5% | -4.7% | +0.6% |
| 30D | +11.1% | -9.2% | +20.3% | +12.6% |
| 3M | +23.1% | -8.3% | +31.4% | +23.2% |
| 6M | -21.8% | -6.3% | -15.5% | -22.3% |
| YTD | -8.1% | +36.5% | -44.6% | -14.4% |
| 1Y | +29.7% | +84.8% | -55.1% | +14.2% |
| 3Y | +179.9% | +176.6% | +3.3% | +124.0% |
| 5Y | +82.5% | +237.1% | -154.6% | +39.9% |
| All | +251.1% | +592.5% | -341.4% | +215.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling