+189.0%
TECH vs AEIS
+332.3%
-143.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.0% | +3.9% | +1.1% |
| 7D | 0.0% | +11.5% | -11.5% | -3.2% |
| 30D | +0.4% | -15.8% | +16.2% | +3.8% |
| 3M | +1.0% | -33.3% | +34.3% | +10.6% |
| 6M | +62.7% | -35.2% | +97.8% | +74.9% |
| YTD | +24.3% | +5.0% | +19.3% | +11.0% |
| 1Y | +20.5% | +8.5% | +12.0% | +6.3% |
| 3Y | +29.3% | +152.9% | -123.6% | -17.3% |
| 5Y | -41.0% | +144.6% | -185.6% | -62.6% |
| All | +189.0% | +332.3% | -143.3% | +42.0% |
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 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