+20.6%
TECH vs AEIS
+4.7%
+16.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.0% | +4.0% | +0.3% |
| 7D | +0.1% | +11.5% | -11.4% | -0.6% |
| 30D | +0.5% | -15.8% | +16.3% | +1.4% |
| 3M | +1.1% | -33.3% | +34.4% | +3.7% |
| 6M | +62.8% | -35.2% | +98.0% | +66.8% |
| YTD | +24.5% | +5.0% | +19.4% | +12.1% |
| 1Y | +20.6% | +8.5% | +12.2% | +7.4% |
| All | +20.6% | +4.7% | +16.0% | +7.4% |
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