+2,967.7%
GEN vs AEE
+881.3%
+2,086.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.2% |
| 7D | -3.0% | +0.6% | -3.6% | -3.2% |
| 30D | +24.7% | +8.8% | +15.9% | +21.3% |
| 3M | +4.1% | +5.1% | -0.9% | +2.5% |
| 6M | +36.0% | +5.2% | +30.9% | +33.4% |
| YTD | +10.9% | +16.1% | -5.2% | +4.6% |
| 1Y | +12.2% | +10.4% | +1.7% | +7.6% |
| 3Y | +63.3% | +63.1% | +0.2% | +36.1% |
| 5Y | +29.0% | +55.6% | -26.5% | +8.4% |
| 10Y | +147.5% | +217.1% | -69.6% | +51.6% |
| All | +2,967.7% | +881.3% | +2,086.4% | +1,256.9% |
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