+25.4%
IVZ vs AEIS
+4.7%
+20.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.0% | +6.3% | +3.2% |
| 7D | +7.6% | +11.5% | -3.9% | +5.0% |
| 30D | +4.3% | -15.8% | +20.1% | +7.0% |
| 3M | -9.3% | -33.3% | +24.0% | -3.0% |
| 6M | +5.2% | -35.2% | +40.4% | +11.0% |
| YTD | +13.4% | +5.0% | +8.4% | +0.2% |
| 1Y | +25.4% | +8.5% | +16.9% | +8.4% |
| All | +25.4% | +4.7% | +20.7% | +8.4% |
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