+250.7%
TQQQ vs AEIS
+173.7%
+77.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.9% | -2.4% | -1.5% |
| 7D | -1.9% | +2.3% | -4.2% | -3.9% |
| 30D | -4.9% | -14.8% | +10.0% | +7.3% |
| 3M | -6.4% | -15.6% | +9.2% | +4.2% |
| 6M | +44.4% | -8.7% | +53.1% | +44.2% |
| YTD | +35.2% | +37.3% | -2.2% | -12.8% |
| 1Y | +49.5% | +80.3% | -30.8% | -29.4% |
| 3Y | +250.7% | +177.9% | +72.8% | +6.4% |
| All | +250.7% | +173.7% | +77.0% | +6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling