+72.9%
PBR vs AEIS
+6.2%
+66.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -11.1% | +4.2% | -6.9% |
| 7D | -11.0% | -12.7% | +1.7% | -10.9% |
| 30D | -18.8% | -28.8% | +10.1% | -18.6% |
| 3M | +7.8% | -38.0% | +45.8% | +8.3% |
| 6M | -7.6% | -45.3% | +37.7% | -6.7% |
| YTD | +72.7% | +1.1% | +71.5% | +67.4% |
| 1Y | +72.9% | +8.6% | +64.3% | +65.8% |
| All | +72.9% | +6.2% | +66.7% | +65.8% |
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