+32.8%
USB vs AEIS
-16.1%
+48.8%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -12.2% | +10.1% | -1.5% |
| 7D | -1.5% | -22.6% | +21.1% | -0.4% |
| 30D | +4.3% | -38.7% | +43.0% | +6.8% |
| 3M | -6.1% | -43.6% | +37.5% | -3.4% |
| 6M | +9.4% | -46.2% | +55.6% | +12.1% |
| YTD | +15.2% | -11.2% | +26.4% | +11.1% |
| 1Y | +32.8% | -17.7% | +50.4% | +30.1% |
| All | +32.8% | -16.1% | +48.8% | +30.1% |
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 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