-53.6%
Z vs AEIS
+6.2%
-59.8%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -11.1% | +20.6% | +7.9% |
| 7D | +10.2% | -12.7% | +22.9% | +8.7% |
| 30D | +23.7% | -28.8% | +52.5% | +20.6% |
| 3M | -6.6% | -38.0% | +31.4% | -9.5% |
| 6M | -23.0% | -45.3% | +22.3% | -25.4% |
| YTD | -50.3% | +1.1% | -51.5% | -52.1% |
| 1Y | -53.6% | +8.6% | -62.2% | -55.9% |
| All | -53.6% | +6.2% | -59.8% | -55.9% |
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