+21.8%
GEN vs AEIS
+6.2%
+15.5%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -11.1% | +15.1% | +2.3% |
| 7D | +26.9% | -12.7% | +39.6% | +24.7% |
| 30D | +38.6% | -28.8% | +67.5% | +33.1% |
| 3M | +9.7% | -38.0% | +47.8% | +4.3% |
| 6M | +58.9% | -45.3% | +104.2% | +51.9% |
| YTD | +15.3% | +1.1% | +14.2% | +11.9% |
| 1Y | +21.8% | +8.6% | +13.2% | +18.0% |
| All | +21.8% | +6.2% | +15.5% | +18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling