+558.6%
QQQ vs AEIS
+562.2%
-3.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.9% | -4.1% | -0.7% |
| 7D | -0.6% | +2.3% | -2.8% | -1.4% |
| 30D | -1.2% | -14.8% | +13.6% | +3.5% |
| 3M | -0.2% | -15.6% | +15.4% | +3.2% |
| 6M | +17.9% | -8.7% | +26.6% | +16.8% |
| YTD | +16.6% | +37.3% | -20.7% | -0.8% |
| 1Y | +23.0% | +80.3% | -57.4% | -6.0% |
| 3Y | +92.9% | +177.9% | -85.0% | +21.7% |
| 5Y | +95.6% | +235.8% | -140.2% | +13.1% |
| All | +558.6% | +562.2% | -3.7% | +173.1% |
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