+18,407.9%
WWD vs AEIS
+2,566.8%
+15,841.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.4% | -1.3% | +0.6% |
| 7D | +1.3% | +3.0% | -1.7% | +0.7% |
| 30D | -7.2% | -14.6% | +7.5% | -4.3% |
| 3M | -3.8% | -12.4% | +8.6% | -2.6% |
| 6M | -9.9% | -15.0% | +5.1% | -8.6% |
| YTD | +14.8% | +34.3% | -19.5% | +5.7% |
| 1Y | +42.1% | +87.4% | -45.3% | +21.5% |
| 3Y | +170.8% | +139.8% | +31.0% | +115.9% |
| 5Y | +197.5% | +220.7% | -23.2% | +121.2% |
| 10Y | +477.8% | +531.6% | -53.8% | +267.5% |
| All | +18,407.9% | +2,566.8% | +15,841.1% | +8,390.8% |
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