+726.2%
FLEX vs AEIS
+228.8%
+497.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.8% | +1.6% | +2.7% |
| 7D | +7.0% | +8.1% | -1.2% | +1.9% |
| 30D | -5.8% | -11.1% | +5.3% | +1.2% |
| 3M | -24.2% | -5.6% | -18.6% | -21.9% |
| 6M | +90.8% | -0.6% | +91.4% | +89.8% |
| YTD | +89.2% | +38.0% | +51.2% | +53.6% |
| 1Y | +104.7% | +87.2% | +17.5% | +38.2% |
| 3Y | +478.1% | +179.7% | +298.4% | +198.3% |
| 5Y | +726.2% | +241.7% | +484.4% | +266.5% |
| All | +726.2% | +228.8% | +497.4% | +266.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling