+27.8%
INTC vs AEIS
+142.3%
-114.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.0% | +1.5% | 0.0% |
| 7D | +6.0% | +11.5% | -5.5% | -1.1% |
| 30D | -39.2% | -15.8% | -23.4% | -32.0% |
| 3M | -42.9% | -33.3% | -9.6% | -27.1% |
| 6M | -50.4% | -35.2% | -15.2% | -35.6% |
| YTD | +61.7% | +5.0% | +56.7% | +55.4% |
| 1Y | +66.1% | +8.5% | +57.7% | +56.7% |
| 3Y | +58.1% | +152.9% | -94.7% | -12.5% |
| All | +27.8% | +142.3% | -114.5% | -32.6% |
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