+72.2%
V vs AEIS
+219.5%
-147.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.4% | -3.4% | -1.3% |
| 7D | -1.7% | +3.0% | -4.7% | -2.1% |
| 30D | +2.0% | -14.6% | +16.6% | +3.7% |
| 3M | +17.4% | -12.4% | +29.8% | +17.3% |
| 6M | +17.5% | -15.0% | +32.5% | +16.7% |
| YTD | +7.6% | +34.3% | -26.7% | -2.8% |
| 1Y | +7.7% | +87.4% | -79.7% | -10.3% |
| 3Y | +54.7% | +139.8% | -85.1% | +17.3% |
| All | +72.2% | +219.5% | -147.4% | +13.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling