+696.9%
P vs AEIS
+545.5%
+151.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.9% | -3.4% |
| 7D | +5.0% | +6.5% | -1.5% | +1.6% |
| 30D | -0.9% | -9.2% | +8.2% | +3.8% |
| 3M | +38.7% | -8.3% | +47.0% | +41.8% |
| 6M | +54.4% | -6.3% | +60.7% | +52.3% |
| YTD | +44.8% | +36.5% | +8.3% | +15.1% |
| 1Y | +22.5% | +84.8% | -62.2% | -18.5% |
| 3Y | +148.2% | +176.6% | -28.4% | +30.5% |
| 5Y | +268.9% | +237.1% | +31.8% | +69.0% |
| 10Y | +696.9% | +554.7% | +142.2% | +149.4% |
| All | +696.9% | +545.5% | +151.3% | +149.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling