+1,157.2%
URI vs AEIS
+546.3%
+610.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.8% | -2.3% | -0.8% |
| 7D | +2.5% | +8.1% | -5.6% | -1.3% |
| 30D | -12.5% | -11.1% | -1.4% | -8.1% |
| 3M | -6.2% | -5.6% | -0.5% | -7.3% |
| 6M | +25.9% | -0.6% | +26.5% | +18.0% |
| YTD | +26.2% | +38.0% | -11.8% | -2.1% |
| 1Y | +5.5% | +87.2% | -81.7% | -32.1% |
| 3Y | +125.0% | +179.7% | -54.7% | +11.0% |
| 5Y | +210.4% | +241.7% | -31.3% | +34.0% |
| 10Y | +1,157.2% | +547.2% | +610.0% | +233.0% |
| All | +1,157.2% | +546.3% | +610.9% | +233.0% |
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