+67.6%
UBER vs AEIS
+341.2%
-273.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.0% | +4.8% | +2.3% |
| 7D | +1.6% | +11.5% | -9.9% | -2.6% |
| 30D | +0.6% | -15.8% | +16.3% | +4.7% |
| 3M | -8.2% | -33.3% | +25.2% | +2.8% |
| 6M | -6.7% | -35.2% | +28.5% | +0.2% |
| YTD | -14.7% | +5.0% | -19.7% | -30.0% |
| 1Y | -24.1% | +8.5% | -32.5% | -38.8% |
| 3Y | +33.4% | +152.9% | -119.5% | -35.9% |
| 5Y | +54.5% | +144.6% | -90.2% | -26.4% |
| All | +67.6% | +341.2% | -273.5% | -51.8% |
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