-39.3%
FND vs AEIS
+93.3%
-132.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.7% | +1.3% |
| 7D | -5.2% | +3.0% | -8.2% | -5.7% |
| 30D | -19.9% | -14.6% | -5.2% | -17.8% |
| 3M | +2.7% | -12.4% | +15.2% | +2.9% |
| 6M | -21.7% | -15.0% | -6.7% | -21.7% |
| YTD | -17.5% | +34.3% | -51.8% | -25.4% |
| 1Y | -39.3% | +87.4% | -126.7% | -50.9% |
| All | -39.3% | +93.3% | -132.6% | -50.9% |
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