+1,086.7%
FLEX vs AEIS
+545.5%
+541.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -0.8% |
| 7D | +6.4% | +6.5% | -0.1% | +2.6% |
| 30D | -5.9% | -9.2% | +3.3% | -0.6% |
| 3M | -23.5% | -8.3% | -15.1% | -19.8% |
| 6M | +83.7% | -6.3% | +90.1% | +89.5% |
| YTD | +86.5% | +36.5% | +50.0% | +55.0% |
| 1Y | +100.5% | +84.8% | +15.7% | +40.5% |
| 3Y | +469.8% | +176.6% | +293.3% | +211.8% |
| 5Y | +725.7% | +237.1% | +488.6% | +291.9% |
| 10Y | +1,086.7% | +554.7% | +532.0% | +267.4% |
| All | +1,086.7% | +545.5% | +541.2% | +267.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling