+5,819.0%
TECH vs AEIS
+2,004.7%
+3,814.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.2% |
| 7D | +0.2% | -6.9% | +7.1% | +1.0% |
| 30D | +0.5% | -23.2% | +23.7% | +4.4% |
| 3M | +1.1% | -29.5% | +30.6% | +6.0% |
| 6M | +51.0% | -37.9% | +88.9% | +59.7% |
| YTD | +24.4% | +6.0% | +18.4% | +17.7% |
| 1Y | +27.4% | +1.2% | +26.2% | +21.5% |
| 3Y | +28.5% | +150.0% | -121.5% | +2.4% |
| 5Y | -40.9% | +141.9% | -182.7% | -52.9% |
| 10Y | +192.5% | +356.2% | -163.7% | +99.1% |
| All | +5,819.0% | +2,004.7% | +3,814.3% | +2,253.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling