+7,210.0%
URI vs AEIS
+1,286.7%
+5,923.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.1% | -5.0% | -0.7% |
| 7D | -9.8% | -11.3% | +1.5% | -6.8% |
| 30D | +1.7% | -32.6% | +34.3% | +13.5% |
| 3M | -9.1% | -39.2% | +30.1% | +4.0% |
| 6M | +9.9% | -45.4% | +55.2% | +27.1% |
| YTD | +31.2% | -5.8% | +37.0% | +26.1% |
| 1Y | +25.9% | -10.0% | +35.9% | +22.6% |
| 3Y | +147.4% | +121.2% | +26.2% | +77.9% |
| 5Y | +179.7% | +110.6% | +69.1% | +103.3% |
| 10Y | +1,419.5% | +326.6% | +1,092.9% | +772.9% |
| All | +7,210.0% | +1,286.7% | +5,923.3% | +1,986.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling