-50.9%
OPEN vs AEIS
+85.4%
-136.3%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.0% |
| 7D | -2.9% | +6.5% | -9.4% | -4.7% |
| 30D | -13.8% | -9.2% | -4.6% | -11.9% |
| 3M | -30.9% | -8.3% | -22.5% | -31.4% |
| 6M | -40.9% | -6.3% | -34.6% | -44.1% |
| YTD | -48.5% | +36.5% | -85.0% | -60.7% |
| 1Y | -50.9% | +84.8% | -135.7% | -58.9% |
| All | -50.9% | +85.4% | -136.3% | -58.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling