+104.3%
PSX vs AEIS
+83.8%
+20.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.6% |
| 7D | +1.8% | +6.5% | -4.6% | +2.1% |
| 30D | +21.6% | -9.2% | +30.8% | +21.3% |
| 3M | +46.5% | -8.3% | +54.8% | +46.0% |
| 6M | +62.0% | -6.3% | +68.3% | +60.2% |
| YTD | +106.3% | +36.5% | +69.8% | +100.8% |
| All | +104.3% | +83.8% | +20.5% | +102.3% |
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