+134.1%
PSX vs AEIS
+173.5%
-39.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.2% | +1.3% |
| 7D | +2.8% | +8.1% | -5.3% | +1.9% |
| 30D | +27.8% | -11.1% | +38.9% | +29.2% |
| 3M | +42.0% | -5.6% | +47.7% | +40.7% |
| 6M | +58.1% | -0.6% | +58.8% | +52.2% |
| YTD | +105.0% | +38.0% | +67.0% | +81.8% |
| 1Y | +104.9% | +87.2% | +17.7% | +66.2% |
| 3Y | +134.1% | +179.7% | -45.6% | +66.0% |
| All | +134.1% | +173.5% | -39.5% | +66.0% |
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