+19.0%
RSP vs AEIS
-1.0%
+20.0%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.1% |
| 7D | +0.7% | -6.9% | +7.6% | +0.9% |
| 30D | +3.7% | -23.2% | +26.9% | +5.0% |
| 3M | +0.7% | -29.5% | +30.2% | +2.4% |
| 6M | +9.0% | -37.9% | +47.0% | +11.5% |
| YTD | +16.7% | +6.0% | +10.7% | +10.0% |
| 1Y | +19.0% | +1.2% | +17.7% | +13.1% |
| All | +19.0% | -1.0% | +20.0% | +13.1% |
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 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