+18.3%
NOW vs AEIS
+142.1%
-123.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.4% | -5.4% | -3.0% |
| 7D | -2.4% | +3.0% | -5.3% | -2.5% |
| 30D | +20.5% | -14.6% | +35.2% | +20.9% |
| 3M | +18.3% | -12.4% | +30.8% | +17.8% |
| 6M | +24.1% | -15.0% | +39.0% | +21.7% |
| YTD | -7.8% | +34.3% | -42.1% | -20.8% |
| 1Y | -21.4% | +87.4% | -108.8% | -40.2% |
| All | +18.3% | +142.1% | -123.8% | -24.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling