+104.7%
FLEX vs AEIS
+86.7%
+18.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.8% | +1.6% | +2.5% |
| 7D | +7.0% | +8.1% | -1.2% | +1.5% |
| 30D | -5.8% | -11.1% | +5.3% | +1.8% |
| 3M | -24.2% | -5.6% | -18.6% | -21.8% |
| 6M | +90.8% | -0.6% | +91.4% | +88.7% |
| YTD | +89.2% | +38.0% | +51.2% | +51.5% |
| 1Y | +104.7% | +87.2% | +17.5% | +38.2% |
| All | +104.7% | +86.7% | +18.0% | +38.2% |
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 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