+410.2%
GE vs AEIS
+145.7%
+264.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.4% |
| 7D | +5.4% | -6.9% | +12.3% | +6.8% |
| 30D | +9.6% | -23.2% | +32.8% | +16.6% |
| 3M | -7.7% | -29.5% | +21.8% | -0.2% |
| 6M | +14.0% | -37.9% | +51.9% | +25.0% |
| YTD | +10.2% | +6.0% | +4.2% | -1.0% |
| 1Y | +8.9% | +1.2% | +7.7% | -0.8% |
| 3Y | +273.7% | +150.0% | +123.7% | +130.1% |
| 5Y | +410.2% | +141.9% | +268.3% | +198.1% |
| All | +410.2% | +145.7% | +264.5% | +198.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling