+96.9%
PSX vs AEIS
+6.2%
+90.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -11.1% | +6.6% | -4.9% |
| 7D | -5.2% | -12.7% | +7.5% | -5.6% |
| 30D | -3.7% | -28.8% | +25.1% | -4.9% |
| 3M | +26.8% | -38.0% | +64.8% | +24.6% |
| 6M | +47.3% | -45.3% | +92.6% | +44.9% |
| YTD | +105.4% | +1.1% | +104.3% | +100.9% |
| 1Y | +96.9% | +8.6% | +88.3% | +92.4% |
| All | +96.9% | +6.2% | +90.7% | +92.4% |
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 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