+51.2%
XLE vs AEIS
+83.8%
-32.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +0.8% |
| 7D | +0.3% | +6.5% | -6.1% | +0.5% |
| 30D | +8.5% | -9.2% | +17.7% | +8.2% |
| 3M | +14.6% | -8.3% | +23.0% | +14.5% |
| 6M | +17.6% | -6.3% | +23.9% | +16.9% |
| YTD | +48.1% | +36.5% | +11.6% | +45.6% |
| All | +51.2% | +83.8% | -32.7% | +49.5% |
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