+6.4%
LVS vs AEIS
+232.6%
-226.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.9% | -4.4% | -0.8% |
| 7D | -3.5% | +2.3% | -5.7% | -4.1% |
| 30D | -6.2% | -14.8% | +8.6% | -2.5% |
| 3M | -14.8% | -15.6% | +0.8% | -13.4% |
| 6M | -20.9% | -8.7% | -12.2% | -23.6% |
| YTD | -33.0% | +37.3% | -70.4% | -45.7% |
| 1Y | -20.0% | +80.3% | -100.4% | -43.0% |
| 3Y | -6.9% | +177.9% | -184.9% | -49.0% |
| All | +6.4% | +232.6% | -226.2% | -49.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling