+652.6%
P vs AEIS
+347.9%
+304.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.4% |
| 7D | -13.3% | -6.9% | -6.4% | -9.8% |
| 30D | -34.0% | -23.2% | -10.8% | -23.8% |
| 3M | +4.1% | -29.5% | +33.6% | +24.4% |
| 6M | +30.5% | -37.9% | +68.4% | +63.0% |
| YTD | +52.2% | +6.0% | +46.2% | +37.7% |
| 1Y | +10.3% | +1.2% | +9.0% | +2.3% |
| 3Y | +180.9% | +150.0% | +30.9% | +55.4% |
| 5Y | +259.7% | +141.9% | +117.9% | +95.1% |
| 10Y | +652.6% | +356.2% | +296.5% | +119.2% |
| All | +652.6% | +347.9% | +304.7% | +119.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling