+1,359.8%
WDC vs AEIS
+173.5%
+1,186.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.8% | -0.6% | +0.3% |
| 7D | +6.0% | +8.1% | -2.1% | +0.6% |
| 30D | +9.9% | -11.1% | +21.1% | +18.6% |
| 3M | -9.4% | -5.6% | -3.7% | -5.7% |
| 6M | +94.7% | -0.6% | +95.4% | +94.2% |
| YTD | +177.4% | +38.0% | +139.3% | +128.0% |
| 1Y | +412.6% | +87.2% | +325.4% | +252.9% |
| 3Y | +1,359.8% | +179.7% | +1,180.1% | +678.7% |
| All | +1,359.8% | +173.5% | +1,186.2% | +678.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling