+417.4%
WDC vs AEIS
+93.3%
+324.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.4% | +3.5% | +4.0% |
| 7D | +1.7% | +3.0% | -1.2% | -0.6% |
| 30D | -10.0% | -14.6% | +4.7% | +1.3% |
| 3M | -18.8% | -12.4% | -6.3% | -10.1% |
| 6M | +79.0% | -15.0% | +94.0% | +95.7% |
| YTD | +171.6% | +34.3% | +137.3% | +113.9% |
| 1Y | +417.4% | +87.4% | +330.0% | +244.3% |
| All | +417.4% | +93.3% | +324.1% | +244.3% |
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