+1,218.8%
URI vs AEIS
+358.4%
+860.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +11.3% | -4.4% | +1.6% |
| 7D | -4.0% | +1.0% | -5.0% | -5.2% |
| 30D | +6.8% | -24.0% | +30.8% | +19.2% |
| 3M | -2.8% | -32.5% | +29.7% | +13.2% |
| 6M | +20.9% | -38.6% | +59.4% | +41.8% |
| YTD | +40.2% | +4.8% | +35.4% | +20.5% |
| 1Y | +34.1% | +1.3% | +32.8% | +16.9% |
| 3Y | +164.1% | +159.2% | +4.9% | +29.5% |
| 5Y | +199.3% | +140.8% | +58.5% | +48.7% |
| 10Y | +1,218.8% | +349.8% | +869.0% | +360.5% |
| All | +1,218.8% | +358.4% | +860.4% | +360.5% |
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