+81.9%
UBER vs AEIS
+219.6%
-137.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.1% | +6.2% | +3.4% |
| 7D | -4.5% | -0.2% | -4.3% | -4.5% |
| 30D | -7.6% | -16.4% | +8.8% | -3.0% |
| 3M | +5.8% | -11.1% | +16.9% | +4.6% |
| 6M | +0.3% | -12.0% | +12.3% | -3.0% |
| YTD | -11.2% | +30.9% | -42.1% | -29.9% |
| 1Y | -23.0% | +74.3% | -97.3% | -48.3% |
| 3Y | +53.6% | +165.2% | -111.6% | -23.8% |
| 5Y | +81.9% | +220.0% | -138.1% | -24.4% |
| All | +81.9% | +219.6% | -137.7% | -24.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling