+72.4%
UBER vs AEIS
+476.9%
-404.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.9% | -6.2% | -3.1% |
| 7D | -5.4% | +2.3% | -7.7% | -6.4% |
| 30D | -4.9% | -14.8% | +9.9% | +0.2% |
| 3M | +3.0% | -15.6% | +18.6% | +4.7% |
| 6M | -4.4% | -8.7% | +4.3% | -9.0% |
| YTD | -12.3% | +37.3% | -49.6% | -32.8% |
| 1Y | -24.3% | +80.3% | -104.6% | -50.4% |
| 3Y | +46.4% | +177.9% | -131.5% | -28.1% |
| 5Y | +79.7% | +235.8% | -156.2% | -22.3% |
| All | +72.4% | +476.9% | -404.5% | -53.8% |
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