+3,041.1%
GEN vs AEE
+892.1%
+2,149.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.3% | +2.0% |
| 7D | +2.0% | +1.7% | +0.3% | +1.5% |
| 30D | +27.7% | +9.7% | +18.0% | +24.0% |
| 3M | +3.3% | +5.9% | -2.7% | +1.3% |
| 6M | +31.8% | +6.7% | +25.1% | +28.7% |
| YTD | +13.5% | +17.4% | -3.9% | +6.7% |
| 1Y | +16.0% | +12.7% | +3.4% | +10.6% |
| 3Y | +70.6% | +68.2% | +2.4% | +40.7% |
| 5Y | +32.1% | +57.3% | -25.2% | +10.6% |
| 10Y | +153.4% | +220.6% | -67.2% | +54.6% |
| All | +3,041.1% | +892.1% | +2,149.0% | +1,284.4% |
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