+4.4%
GOOGL vs AEIS
+6.2%
-1.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -11.1% | +14.3% | +4.2% |
| 7D | -11.1% | -12.7% | +1.6% | -10.1% |
| 30D | -16.6% | -28.8% | +12.2% | -14.3% |
| 3M | -23.4% | -38.0% | +14.6% | -20.3% |
| 6M | -24.5% | -45.3% | +20.8% | -20.2% |
| YTD | -7.5% | +1.1% | -8.7% | -14.0% |
| 1Y | +4.4% | +8.6% | -4.2% | -5.2% |
| All | +4.4% | +6.2% | -1.9% | -5.2% |
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