+368.8%
SNXX vs AEIS
+7.8%
+361.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +4.9% | -12.0% | -17.3% |
| 7D | -12.0% | +2.3% | -14.3% | -17.5% |
| 30D | +37.9% | -14.8% | +52.8% | +91.0% |
| 3M | -52.7% | -15.6% | -37.1% | -9.6% |
| 6M | +194.8% | -8.7% | +203.5% | +344.2% |
| All | +368.8% | +7.8% | +361.0% | +422.8% |
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