+10,042.6%
IRM vs AEIS
+3,176.4%
+6,866.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.8% | +1.3% |
| 7D | -0.5% | +3.0% | -3.4% | -0.8% |
| 30D | -8.1% | -14.6% | +6.6% | -6.3% |
| 3M | -9.7% | -12.4% | +2.8% | -8.8% |
| 6M | +10.0% | -15.0% | +25.0% | +10.9% |
| YTD | +43.0% | +34.3% | +8.7% | +35.8% |
| 1Y | +32.7% | +87.4% | -54.7% | +20.3% |
| 3Y | +102.7% | +139.8% | -37.1% | +75.7% |
| 5Y | +187.6% | +220.7% | -33.2% | +138.5% |
| 10Y | +420.1% | +531.6% | -111.5% | +280.7% |
| All | +10,042.6% | +3,176.4% | +6,866.3% | +4,957.4% |
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 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