+7,199.3%
SU vs AEIS
+2,610.7%
+4,588.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +1.8% |
| 7D | +1.6% | +6.5% | -4.9% | +0.7% |
| 30D | +10.7% | -9.2% | +19.9% | +12.0% |
| 3M | +13.5% | -8.3% | +21.9% | +13.3% |
| 6M | +21.8% | -6.3% | +28.1% | +20.2% |
| YTD | +58.8% | +36.5% | +22.3% | +47.9% |
| 1Y | +72.0% | +84.8% | -12.7% | +52.5% |
| 3Y | +121.7% | +176.6% | -54.9% | +82.1% |
| 5Y | +350.4% | +237.1% | +113.3% | +255.7% |
| 10Y | +264.7% | +554.7% | -290.0% | +157.7% |
| All | +7,199.3% | +2,610.7% | +4,588.6% | +3,814.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling