+504.6%
NOW vs AEIS
+358.4%
+146.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +11.3% | -10.5% | -2.3% |
| 7D | -3.1% | +1.0% | -4.0% | -3.9% |
| 30D | -27.0% | -24.0% | -3.0% | -22.2% |
| 3M | -17.7% | -32.5% | +14.8% | -10.6% |
| 6M | +12.7% | -38.6% | +51.3% | +20.5% |
| YTD | -32.9% | +4.8% | -37.8% | -44.4% |
| 1Y | -40.4% | +1.3% | -41.7% | -50.1% |
| 3Y | -17.1% | +159.2% | -176.3% | -56.2% |
| 5Y | -25.7% | +140.8% | -166.5% | -60.1% |
| 10Y | +504.6% | +349.8% | +154.8% | +91.1% |
| All | +504.6% | +358.4% | +146.2% | +91.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling