-40.7%
STLA vs AEIS
+85.4%
-126.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.7% | -1.7% |
| 7D | +0.4% | +6.5% | -6.1% | -0.6% |
| 30D | -5.2% | -9.2% | +4.0% | -4.2% |
| 3M | -24.9% | -8.3% | -16.5% | -24.7% |
| 6M | -25.2% | -6.3% | -18.8% | -26.4% |
| YTD | -51.4% | +36.5% | -87.9% | -57.9% |
| 1Y | -40.7% | +84.8% | -125.5% | -56.0% |
| All | -40.7% | +85.4% | -126.1% | -56.0% |
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