+37.6%
TECH vs AEIS
+93.3%
-55.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.2% |
| 7D | +0.1% | +3.0% | -2.9% | -0.2% |
| 30D | +0.7% | -14.6% | +15.4% | +2.1% |
| 3M | +36.3% | -12.4% | +48.8% | +37.3% |
| 6M | +25.6% | -15.0% | +40.5% | +25.1% |
| YTD | +23.7% | +34.3% | -10.6% | +13.2% |
| 1Y | +37.6% | +87.4% | -49.7% | +3.9% |
| All | +37.6% | +93.3% | -55.7% | +3.9% |
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