+580.0%
XYZ vs AEIS
+546.3%
+33.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.8% | -6.0% | -4.7% |
| 7D | +2.9% | +8.1% | -5.3% | -1.5% |
| 30D | +1.4% | -11.1% | +12.5% | +6.6% |
| 3M | +14.6% | -5.6% | +20.2% | +10.1% |
| 6M | +20.8% | -0.6% | +21.4% | +8.1% |
| YTD | +23.1% | +38.0% | -15.0% | -13.1% |
| 1Y | +5.6% | +87.2% | -81.6% | -40.2% |
| 3Y | +50.9% | +179.7% | -128.8% | -37.9% |
| 5Y | -68.6% | +241.7% | -310.3% | -88.1% |
| 10Y | +580.0% | +547.2% | +32.8% | +65.4% |
| All | +580.0% | +546.3% | +33.6% | +65.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling