+65.0%
FDX vs AEIS
+6.2%
+58.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -11.1% | +14.7% | +4.5% |
| 7D | +8.1% | -12.7% | +20.8% | +9.2% |
| 30D | +13.9% | -28.8% | +42.8% | +17.3% |
| 3M | +5.5% | -38.0% | +43.5% | +10.3% |
| 6M | +15.1% | -45.3% | +60.4% | +21.8% |
| YTD | +43.2% | +1.1% | +42.0% | +42.4% |
| 1Y | +65.0% | +8.6% | +56.4% | +63.7% |
| All | +65.0% | +6.2% | +58.8% | +63.7% |
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