+163.4%
WWD vs AEIS
+172.0%
-8.7%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.2% |
| 7D | +0.6% | +6.5% | -5.8% | -1.2% |
| 30D | -5.1% | -9.2% | +4.1% | -2.9% |
| 3M | -11.2% | -8.3% | -2.9% | -11.2% |
| 6M | -12.0% | -6.3% | -5.7% | -13.4% |
| YTD | +12.0% | +36.5% | -24.5% | -2.6% |
| 1Y | +42.8% | +84.8% | -42.0% | +11.7% |
| All | +163.4% | +172.0% | -8.7% | +75.3% |
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 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