+113.8%
SYY vs AEIS
+562.2%
-448.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.9% | -3.8% | 0.0% |
| 7D | +3.9% | +2.3% | +1.7% | +3.4% |
| 30D | -1.7% | -14.8% | +13.1% | +1.3% |
| 3M | +5.2% | -15.6% | +20.8% | +6.6% |
| 6M | -0.2% | -8.7% | +8.5% | -2.0% |
| YTD | +15.4% | +37.3% | -22.0% | +1.3% |
| 1Y | +5.6% | +80.3% | -74.7% | -14.8% |
| 3Y | +28.9% | +177.9% | -149.1% | -12.6% |
| 5Y | +24.1% | +235.8% | -211.8% | -23.9% |
| All | +113.8% | +562.2% | -448.4% | -14.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling