+1.1%
UL vs AEIS
+6.2%
-5.1%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -11.1% | +14.4% | +2.2% |
| 7D | +4.7% | -12.7% | +17.4% | +3.5% |
| 30D | +11.6% | -28.8% | +40.4% | +9.0% |
| 3M | +5.3% | -38.0% | +43.3% | +2.3% |
| 6M | +16.0% | -45.3% | +61.3% | +13.7% |
| YTD | +5.0% | +1.1% | +3.8% | +4.1% |
| 1Y | +1.1% | +8.6% | -7.5% | -0.2% |
| All | +1.1% | +6.2% | -5.1% | -0.2% |
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