+152.7%
URI vs AEIS
+159.1%
-6.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.6% |
| 7D | +9.3% | +23.2% | -13.9% | +2.0% |
| 30D | +7.6% | -17.0% | +24.6% | +13.1% |
| 3M | +1.0% | -32.2% | +33.2% | +12.9% |
| 6M | +19.8% | -32.6% | +52.4% | +31.0% |
| YTD | +41.9% | +9.4% | +32.5% | +22.9% |
| 1Y | +33.4% | +7.7% | +25.7% | +16.1% |
| All | +152.7% | +159.1% | -6.4% | +32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling