+6,269.0%
WDC vs AEIS
+1,985.6%
+4,283.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.0% | -1.0% | -3.6% |
| 7D | +12.1% | +11.5% | +0.6% | +8.0% |
| 30D | -18.8% | -15.8% | -3.0% | -13.2% |
| 3M | -39.3% | -33.3% | -6.0% | -29.7% |
| 6M | -40.1% | -35.2% | -4.9% | -29.4% |
| YTD | +71.8% | +5.0% | +66.8% | +72.3% |
| 1Y | +88.5% | +8.5% | +80.0% | +87.4% |
| 3Y | +770.0% | +152.9% | +617.1% | +543.2% |
| 5Y | +549.0% | +144.6% | +404.4% | +383.7% |
| 10Y | +650.3% | +337.1% | +313.2% | +355.7% |
| All | +6,269.0% | +1,985.6% | +4,283.4% | +1,577.7% |
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 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