+59.8%
UBER vs AEIS
+142.3%
-82.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.0% | +4.8% | +1.9% |
| 7D | +1.6% | +11.5% | -9.9% | -1.6% |
| 30D | +0.6% | -15.8% | +16.3% | +3.9% |
| 3M | -8.2% | -33.3% | +25.2% | +0.6% |
| 6M | -6.7% | -35.2% | +28.5% | -1.0% |
| 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% | -38.8% |
| All | +59.8% | +142.3% | -82.5% | -31.3% |
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 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