+6.8%
NOW vs AEIS
+219.5%
-212.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.4% | -5.4% | -3.5% |
| 7D | -2.4% | +3.0% | -5.3% | -3.0% |
| 30D | +20.5% | -14.6% | +35.2% | +23.8% |
| 3M | +18.3% | -12.4% | +30.8% | +17.5% |
| 6M | +24.1% | -15.0% | +39.0% | +19.5% |
| YTD | -7.8% | +34.3% | -42.1% | -28.1% |
| 1Y | -21.4% | +87.4% | -108.8% | -48.7% |
| 3Y | +19.5% | +139.8% | -120.2% | -35.9% |
| All | +6.8% | +219.5% | -212.7% | -55.7% |
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