+3,066.9%
GEN vs AEE
+813.9%
+2,253.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.2% | -2.2% |
| 7D | -1.2% | +0.3% | -1.5% | -1.3% |
| 30D | +10.1% | -2.3% | +12.4% | +10.9% |
| 3M | +16.1% | +0.2% | +15.9% | +15.8% |
| 6M | +38.9% | -4.7% | +43.6% | +40.2% |
| YTD | +14.4% | +8.1% | +6.3% | +10.5% |
| 1Y | +5.9% | +8.5% | -2.7% | +2.0% |
| 3Y | +58.8% | +48.9% | +9.9% | +36.1% |
| 5Y | +24.7% | +39.9% | -15.2% | +8.3% |
| 10Y | +163.1% | +186.5% | -23.5% | +66.4% |
| All | +3,066.9% | +813.9% | +2,253.0% | +1,333.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling