+153.2%
GEN vs AEIS
+545.5%
-392.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | 0.0% |
| 7D | -2.9% | +6.5% | -9.4% | -3.9% |
| 30D | +2.1% | -9.2% | +11.2% | +3.3% |
| 3M | +19.7% | -8.3% | +28.1% | +18.8% |
| 6M | +33.3% | -6.3% | +39.6% | +29.7% |
| YTD | +11.1% | +36.5% | -25.4% | -1.0% |
| 1Y | +3.0% | +84.8% | -81.8% | -15.0% |
| 3Y | +57.9% | +176.6% | -118.7% | +16.0% |
| 5Y | +20.6% | +237.1% | -216.5% | -17.2% |
| 10Y | +153.2% | +554.7% | -401.4% | +33.5% |
| All | +153.2% | +545.5% | -392.3% | +33.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling