+2,065.5%
INTC vs AEIS
+2,566.8%
-501.4%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.4% | +2.1% | +3.8% |
| 7D | +7.1% | +3.0% | +4.1% | +6.2% |
| 30D | -5.2% | -14.6% | +9.4% | -0.7% |
| 3M | -14.3% | -12.4% | -1.9% | -10.1% |
| 6M | +110.2% | -15.0% | +125.1% | +121.0% |
| YTD | +159.6% | +34.3% | +125.3% | +139.9% |
| 1Y | +289.3% | +87.4% | +201.9% | +227.0% |
| 3Y | +166.1% | +139.8% | +26.3% | +106.3% |
| 5Y | +94.4% | +220.7% | -126.4% | +38.4% |
| 10Y | +227.7% | +531.6% | -303.9% | +83.3% |
| All | +2,065.5% | +2,566.8% | -501.4% | +498.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling