+39.7%
LH vs AEIS
+4.7%
+35.0%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.0% | +3.5% | -0.5% |
| 7D | +1.1% | +11.5% | -10.4% | +1.1% |
| 30D | +16.7% | -15.8% | +32.5% | +16.5% |
| 3M | +15.1% | -33.3% | +48.4% | +14.9% |
| 6M | +46.3% | -35.2% | +81.5% | +45.5% |
| YTD | +48.8% | +5.0% | +43.7% | +40.9% |
| 1Y | +39.7% | +8.5% | +31.2% | +32.2% |
| All | +39.7% | +4.7% | +35.0% | +32.2% |
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