+188.9%
TECH vs AEIS
+545.5%
-356.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.2% |
| 7D | -0.1% | +6.5% | -6.5% | -1.9% |
| 30D | +0.3% | -9.2% | +9.5% | +2.6% |
| 3M | +32.9% | -8.3% | +41.3% | +32.7% |
| 6M | +32.1% | -6.3% | +38.4% | +28.1% |
| YTD | +23.4% | +36.5% | -13.1% | +4.5% |
| 1Y | +34.1% | +84.8% | -50.7% | +1.2% |
| 3Y | +2.2% | +176.6% | -174.4% | -34.6% |
| 5Y | -41.8% | +237.1% | -278.9% | -65.6% |
| 10Y | +188.9% | +554.7% | -365.8% | +23.6% |
| All | +188.9% | +545.5% | -356.6% | +23.6% |
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