+197.3%
ROIV vs AEIS
+142.1%
+55.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -0.9% | +1.0% |
| 7D | +0.6% | +3.0% | -2.3% | 0.0% |
| 30D | +1.0% | -14.6% | +15.6% | +4.1% |
| 3M | +18.3% | -12.4% | +30.7% | +19.2% |
| 6M | +18.3% | -15.0% | +33.3% | +18.4% |
| YTD | +61.0% | +34.3% | +26.7% | +42.7% |
| 1Y | +177.9% | +87.4% | +90.5% | +122.7% |
| All | +197.3% | +142.1% | +55.2% | +88.2% |
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