+43.4%
SMH vs AEIS
+6.2%
+37.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -11.1% | +8.4% | +2.5% |
| 7D | -11.2% | -12.7% | +1.5% | -5.7% |
| 30D | -20.4% | -28.8% | +8.4% | -7.4% |
| 3M | -12.4% | -38.0% | +25.6% | +7.8% |
| 6M | -0.5% | -45.3% | +44.8% | +26.2% |
| YTD | +40.0% | +1.1% | +38.9% | +37.1% |
| 1Y | +43.4% | +8.6% | +34.8% | +37.4% |
| All | +43.4% | +6.2% | +37.1% | +37.4% |
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