+2,771.1%
NOW vs AEIS
+2,012.6%
+758.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.4% | -5.4% | -3.7% |
| 7D | -2.4% | +3.0% | -5.3% | -3.2% |
| 30D | +20.5% | -14.6% | +35.2% | +25.2% |
| 3M | +18.3% | -12.4% | +30.8% | +17.6% |
| 6M | +24.1% | -15.0% | +39.0% | +19.6% |
| YTD | -7.8% | +34.3% | -42.1% | -26.5% |
| 1Y | -21.4% | +87.4% | -108.8% | -45.8% |
| 3Y | +19.5% | +139.8% | -120.2% | -29.0% |
| 5Y | +4.1% | +220.7% | -216.7% | -45.4% |
| 10Y | +826.4% | +531.6% | +294.8% | +235.2% |
| All | +2,771.1% | +2,012.6% | +758.5% | +613.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling