-26.2%
UBER vs AEIS
+6.2%
-32.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -11.1% | +16.1% | +4.3% |
| 7D | +7.0% | -12.7% | +19.7% | +6.4% |
| 30D | +0.6% | -28.8% | +29.4% | -0.6% |
| 3M | -2.9% | -38.0% | +35.1% | -4.1% |
| 6M | -5.5% | -45.3% | +39.8% | -5.7% |
| YTD | -14.5% | +1.1% | -15.6% | -18.6% |
| 1Y | -26.2% | +8.6% | -34.8% | -30.3% |
| All | -26.2% | +6.2% | -32.4% | -30.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling