+152.0%
GE vs AEIS
+332.3%
-180.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.0% | +4.3% | +1.5% |
| 7D | +2.7% | +11.5% | -8.9% | -0.7% |
| 30D | +8.1% | -15.8% | +23.8% | +12.2% |
| 3M | -7.9% | -33.3% | +25.5% | +1.7% |
| 6M | +12.9% | -35.2% | +48.1% | +22.4% |
| YTD | +8.2% | +5.0% | +3.2% | -1.3% |
| 1Y | +9.7% | +8.5% | +1.2% | -1.2% |
| 3Y | +266.1% | +152.9% | +113.2% | +137.9% |
| 5Y | +407.4% | +144.6% | +262.7% | +223.8% |
| All | +152.0% | +332.3% | -180.4% | +25.1% |
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