-41.2%
TECH vs AEIS
+109.5%
-150.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.1% | -5.9% | -1.6% |
| 7D | +0.2% | -11.3% | +11.4% | +2.9% |
| 30D | +0.3% | -32.6% | +32.9% | +11.5% |
| 3M | +1.3% | -39.2% | +40.5% | +15.0% |
| 6M | +54.0% | -45.4% | +99.3% | +76.2% |
| YTD | +24.3% | -5.8% | +30.1% | +9.4% |
| 1Y | +25.8% | -10.0% | +35.8% | +12.5% |
| 3Y | +26.0% | +121.2% | -95.2% | -31.2% |
| All | -41.2% | +109.5% | -150.7% | -69.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling