+5,787.3%
TECH vs AEIS
+2,566.8%
+3,220.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.5% |
| 7D | +0.1% | +3.0% | -2.9% | -0.4% |
| 30D | +0.7% | -14.6% | +15.4% | +3.3% |
| 3M | +36.3% | -12.4% | +48.8% | +37.6% |
| 6M | +25.6% | -15.0% | +40.5% | +26.1% |
| YTD | +23.7% | +34.3% | -10.6% | +13.6% |
| 1Y | +37.6% | +87.4% | -49.7% | +18.2% |
| 3Y | -6.6% | +139.8% | -146.4% | -24.1% |
| 5Y | -42.2% | +220.7% | -263.0% | -55.7% |
| 10Y | +187.6% | +531.6% | -344.0% | +87.3% |
| All | +5,787.3% | +2,566.8% | +3,220.5% | +2,171.6% |
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