+638.0%
XYZ vs AEIS
+358.4%
+279.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +11.3% | -7.7% | -2.2% |
| 7D | +14.9% | +1.0% | +13.9% | +11.6% |
| 30D | +14.7% | -24.0% | +38.7% | +27.6% |
| 3M | +12.1% | -32.5% | +44.6% | +29.7% |
| 6M | +18.3% | -38.6% | +56.9% | +35.1% |
| YTD | +36.1% | +4.8% | +31.2% | +5.5% |
| 1Y | +35.3% | +1.3% | +34.0% | +6.4% |
| 3Y | +73.5% | +159.2% | -85.7% | -31.7% |
| 5Y | -61.6% | +140.8% | -202.4% | -83.4% |
| 10Y | +638.0% | +349.8% | +288.2% | +100.8% |
| All | +638.0% | +358.4% | +279.6% | +100.8% |
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 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