+150.2%
PSX vs AEIS
+162.3%
-12.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.5% | -1.3% | +2.7% |
| 7D | -0.4% | +9.5% | -9.8% | -1.4% |
| 30D | -8.1% | -17.5% | +9.4% | -6.7% |
| 3M | +15.9% | -29.3% | +45.2% | +19.2% |
| 6M | +49.4% | -34.7% | +84.1% | +53.6% |
| YTD | +104.7% | +10.7% | +93.9% | +84.6% |
| 1Y | +89.1% | +7.4% | +81.7% | +71.4% |
| All | +150.2% | +162.3% | -12.1% | +81.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling