-96.6%
IRE vs AEIS
+9.0%
-105.6%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | -1.2% | -12.3% | -11.6% |
| 7D | +11.1% | +23.2% | -12.1% | -20.0% |
| 30D | -75.2% | -17.0% | -58.2% | -63.0% |
| 3M | -86.4% | -32.2% | -54.2% | -73.1% |
| 6M | -94.8% | -32.6% | -62.3% | -89.3% |
| YTD | -93.3% | +9.4% | -102.6% | -94.5% |
| All | -96.6% | +9.0% | -105.6% | -97.4% |
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