+3,319.5%
V vs AEIS
+1,601.2%
+1,718.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.1% |
| 7D | +0.8% | -6.9% | +7.7% | +1.8% |
| 30D | +9.9% | -23.2% | +33.1% | +15.3% |
| 3M | +17.5% | -29.5% | +47.0% | +24.5% |
| 6M | +33.5% | -37.9% | +71.4% | +41.9% |
| YTD | +21.6% | +6.0% | +15.6% | +10.0% |
| 1Y | +27.6% | +1.2% | +26.3% | +16.6% |
| 3Y | +76.4% | +150.0% | -73.5% | +19.6% |
| 5Y | +103.8% | +141.9% | -38.0% | +35.3% |
| 10Y | +455.5% | +356.2% | +99.3% | +177.2% |
| All | +3,319.5% | +1,601.2% | +1,718.3% | +876.4% |
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