+3,122.1%
GEN vs AEIS
+2,566.8%
+555.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.4% | -4.6% | -2.7% |
| 7D | -1.2% | +3.0% | -4.2% | -1.8% |
| 30D | +10.1% | -14.6% | +24.8% | +13.3% |
| 3M | +16.1% | -12.4% | +28.5% | +16.2% |
| 6M | +38.9% | -15.0% | +53.8% | +37.8% |
| YTD | +14.4% | +34.3% | -19.9% | +2.0% |
| 1Y | +5.9% | +87.4% | -81.5% | -13.0% |
| 3Y | +58.8% | +139.8% | -81.0% | +20.4% |
| 5Y | +24.7% | +220.7% | -196.1% | -13.6% |
| 10Y | +163.1% | +531.6% | -368.5% | +43.1% |
| All | +3,122.1% | +2,566.8% | +555.3% | +712.3% |
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