+46.2%
FND vs AEIS
+281.4%
-235.2%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.6% | +0.4% |
| 7D | -5.1% | -0.2% | -4.9% | -5.1% |
| 30D | -22.5% | -16.4% | -6.1% | -16.9% |
| 3M | -5.0% | -11.1% | +6.1% | -4.3% |
| 6M | -21.5% | -12.0% | -9.5% | -22.4% |
| YTD | -23.0% | +30.9% | -53.9% | -38.6% |
| 1Y | -44.9% | +74.3% | -119.2% | -62.9% |
| 3Y | -50.0% | +165.2% | -215.2% | -74.1% |
| 5Y | -63.3% | +220.0% | -283.4% | -82.8% |
| All | +46.2% | +281.4% | -235.2% | -50.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling