+1,418.0%
QLD vs AEIS
+358.4%
+1,059.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +11.3% | -4.5% | -0.4% |
| 7D | -1.4% | +1.0% | -2.4% | -3.2% |
| 30D | -19.6% | -24.0% | +4.4% | -5.7% |
| 3M | -14.1% | -32.5% | +18.4% | +6.3% |
| 6M | -13.6% | -38.6% | +24.9% | +10.1% |
| YTD | +12.5% | +4.8% | +7.7% | -5.2% |
| 1Y | +13.1% | +1.3% | +11.8% | -2.5% |
| 3Y | +154.7% | +159.2% | -4.5% | +7.9% |
| 5Y | +81.1% | +140.8% | -59.7% | -17.8% |
| 10Y | +1,418.0% | +349.8% | +1,068.2% | +300.8% |
| All | +1,418.0% | +358.4% | +1,059.5% | +300.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling