+197.5%
EWT vs AEIS
+173.7%
+23.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.9% | -3.1% | +0.2% |
| 7D | -1.1% | +2.3% | -3.4% | -1.9% |
| 30D | +4.5% | -14.8% | +19.3% | +9.6% |
| 3M | +8.3% | -15.6% | +23.8% | +12.6% |
| 6M | +54.2% | -8.7% | +62.9% | +54.4% |
| YTD | +74.6% | +37.3% | +37.2% | +52.1% |
| 1Y | +84.9% | +80.3% | +4.6% | +45.7% |
| 3Y | +197.5% | +177.9% | +19.6% | +94.8% |
| All | +197.5% | +173.7% | +23.8% | +94.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling