+26.4%
P vs AEIS
+93.3%
-66.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.4% | -1.0% | +0.3% |
| 7D | +6.5% | +3.0% | +3.6% | +5.1% |
| 30D | +18.8% | -14.6% | +33.5% | +26.5% |
| 3M | +26.7% | -12.4% | +39.2% | +31.8% |
| 6M | +62.2% | -15.0% | +77.1% | +65.9% |
| YTD | +48.5% | +34.3% | +14.2% | +18.9% |
| 1Y | +26.4% | +87.4% | -61.0% | -12.7% |
| All | +26.4% | +93.3% | -66.9% | -12.7% |
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 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