+55.2%
EWT vs AEIS
+6.2%
+48.9%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -11.1% | +9.9% | +2.2% |
| 7D | -10.9% | -12.7% | +1.8% | -7.5% |
| 30D | -17.7% | -28.8% | +11.1% | -9.3% |
| 3M | -5.0% | -38.0% | +33.0% | +8.6% |
| 6M | +7.4% | -45.3% | +52.7% | +23.9% |
| YTD | +52.8% | +1.1% | +51.7% | +53.4% |
| 1Y | +55.2% | +8.6% | +46.6% | +53.8% |
| All | +55.2% | +6.2% | +48.9% | +53.8% |
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