+32.0%
Q vs AEIS
+39.8%
-7.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +2.4% |
| 7D | +6.6% | +6.5% | +0.1% | +3.1% |
| 30D | -6.6% | -9.2% | +2.6% | -2.1% |
| 3M | -13.2% | -8.3% | -4.9% | -9.2% |
| 6M | +9.9% | -6.3% | +16.3% | +10.9% |
| YTD | +53.9% | +36.5% | +17.4% | +37.3% |
| All | +32.0% | +39.8% | -7.8% | +17.6% |
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