+355.6%
RMD vs AEIS
+332.3%
+23.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.0% | +4.2% | +1.1% |
| 7D | +2.1% | +11.5% | -9.4% | -0.4% |
| 30D | +2.1% | -15.8% | +17.8% | +4.6% |
| 3M | +6.2% | -33.3% | +39.6% | +13.6% |
| 6M | +19.4% | -35.2% | +54.6% | +25.2% |
| YTD | +0.5% | +5.0% | -4.5% | -9.1% |
| 1Y | -3.9% | +8.5% | -12.4% | -14.1% |
| 3Y | +72.5% | +152.9% | -80.3% | +15.6% |
| 5Y | -1.5% | +144.6% | -146.1% | -34.8% |
| All | +355.6% | +332.3% | +23.3% | +116.7% |
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 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