+8.9%
GE vs AEIS
+6.2%
+2.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -11.1% | +13.9% | +4.4% |
| 7D | +9.4% | -12.7% | +22.1% | +11.4% |
| 30D | +7.5% | -28.8% | +36.4% | +12.9% |
| 3M | -12.5% | -38.0% | +25.5% | -6.5% |
| 6M | +17.8% | -45.3% | +63.1% | +27.2% |
| YTD | +7.4% | +1.1% | +6.3% | +2.0% |
| 1Y | +8.9% | +8.6% | +0.3% | +1.7% |
| All | +8.9% | +6.2% | +2.6% | +1.7% |
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