-41.7%
TECH vs AEIS
+228.8%
-270.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -2.9% | -1.1% |
| 7D | +0.2% | +8.1% | -8.0% | -2.4% |
| 30D | +0.1% | -11.1% | +11.3% | +3.4% |
| 3M | +37.5% | -5.6% | +43.1% | +35.6% |
| 6M | +34.6% | -0.6% | +35.2% | +25.9% |
| YTD | +23.5% | +38.0% | -14.5% | -1.1% |
| 1Y | +34.4% | +87.2% | -52.8% | -8.1% |
| 3Y | +2.3% | +179.7% | -177.4% | -45.2% |
| 5Y | -41.7% | +241.7% | -283.5% | -73.2% |
| All | -41.7% | +228.8% | -270.5% | -73.2% |
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