+2,876.9%
TQQQ vs AEIS
+562.2%
+2,314.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.9% | -2.4% | -2.2% |
| 7D | -1.9% | +2.3% | -4.2% | -4.2% |
| 30D | -4.9% | -14.8% | +10.0% | +9.1% |
| 3M | -6.4% | -15.6% | +9.2% | +5.0% |
| 6M | +44.4% | -8.7% | +53.1% | +43.7% |
| YTD | +35.2% | +37.3% | -2.2% | -14.8% |
| 1Y | +49.5% | +80.3% | -30.8% | -30.6% |
| 3Y | +250.7% | +177.9% | +72.8% | +5.3% |
| 5Y | +104.7% | +235.8% | -131.1% | -42.7% |
| All | +2,876.9% | +562.2% | +2,314.7% | +333.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling