-2.2%
FRSH vs AEIS
+93.3%
-95.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +2.4% | -7.1% | -4.2% |
| 7D | -8.2% | +3.0% | -11.1% | -7.6% |
| 30D | +10.5% | -14.6% | +25.2% | +7.5% |
| 3M | +32.7% | -12.4% | +45.2% | +31.6% |
| 6M | +50.3% | -15.0% | +65.3% | +49.4% |
| YTD | +3.9% | +34.3% | -30.4% | +1.3% |
| 1Y | -2.2% | +87.4% | -89.5% | -11.5% |
| All | -2.2% | +93.3% | -95.5% | -11.5% |
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 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