+36.0%
GEN vs AEIS
-34.7%
+70.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -3.3% |
| 7D | -3.0% | +23.2% | -26.2% | +1.2% |
| 30D | +24.7% | -17.0% | +41.7% | +21.0% |
| 3M | +4.1% | -32.2% | +36.3% | -2.0% |
| 6M | +36.0% | -32.6% | +68.6% | +29.4% |
| All | +36.0% | -34.7% | +70.8% | +29.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling