+3,310.4%
V vs AEIS
+1,411.8%
+1,898.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.1% | -6.1% | -1.4% |
| 7D | +2.2% | -11.3% | +13.5% | +4.4% |
| 30D | +13.6% | -32.6% | +46.2% | +23.0% |
| 3M | +14.3% | -39.2% | +53.5% | +25.5% |
| 6M | +33.1% | -45.4% | +78.5% | +46.0% |
| YTD | +21.2% | -5.8% | +27.0% | +13.0% |
| 1Y | +26.4% | -10.0% | +36.4% | +19.0% |
| 3Y | +77.6% | +121.2% | -43.6% | +24.0% |
| 5Y | +102.6% | +110.6% | -8.0% | +39.2% |
| 10Y | +464.4% | +326.6% | +137.8% | +186.0% |
| All | +3,310.4% | +1,411.8% | +1,898.6% | +902.4% |
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