-97.7%
IRE vs AEIS
+6.2%
-104.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | -11.1% | -12.1% | -6.0% |
| 7D | -46.8% | -12.7% | -34.1% | -31.1% |
| 30D | -75.5% | -28.8% | -46.7% | -54.7% |
| 3M | -79.4% | -38.0% | -41.4% | -53.2% |
| 6M | -91.3% | -45.3% | -46.0% | -76.6% |
| YTD | -90.8% | +1.1% | -92.0% | -92.9% |
| 1Y | -97.7% | +8.6% | -106.3% | -98.4% |
| All | -97.7% | +6.2% | -104.0% | -98.4% |
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