+151.3%
GEN vs AEE
+191.3%
-40.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +1.0% |
| 7D | -4.3% | -0.7% | -3.7% | -4.2% |
| 30D | +3.8% | -2.0% | +5.7% | +4.1% |
| 3M | +22.3% | -2.8% | +25.1% | +22.9% |
| 6M | +39.0% | -3.6% | +42.5% | +39.5% |
| YTD | +11.9% | +7.3% | +4.6% | +9.4% |
| 1Y | +4.5% | +8.7% | -4.2% | +1.7% |
| 3Y | +59.0% | +46.0% | +13.0% | +43.9% |
| 5Y | +22.0% | +39.8% | -17.8% | +11.3% |
| All | +151.3% | +191.3% | -40.0% | +113.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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