+3,121.1%
GEN vs AEIS
+2,098.8%
+1,022.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.5% | -2.4% | +1.2% |
| 7D | -0.8% | +9.5% | -10.3% | -3.0% |
| 30D | +31.2% | -17.5% | +48.7% | +34.6% |
| 3M | +6.1% | -29.3% | +35.4% | +11.3% |
| 6M | +38.1% | -34.7% | +72.8% | +43.5% |
| YTD | +14.4% | +10.7% | +3.7% | +4.1% |
| 1Y | +15.1% | +7.4% | +7.8% | +5.2% |
| 3Y | +68.5% | +161.1% | -92.6% | +23.0% |
| 5Y | +35.8% | +150.7% | -114.9% | -2.6% |
| 10Y | +155.4% | +360.8% | -205.4% | +45.8% |
| All | +3,121.1% | +2,098.8% | +1,022.3% | +728.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling