+177.1%
GH vs AEE
+8.8%
+168.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.5% | -0.8% | -1.7% | -2.5% |
| 30D | -4.7% | -2.9% | -1.8% | -4.6% |
| 3M | +20.2% | -2.4% | +22.6% | +19.8% |
| 6M | +78.8% | -2.7% | +81.5% | +78.0% |
| YTD | +54.1% | +7.3% | +46.8% | +47.2% |
| 1Y | +177.1% | +7.5% | +169.5% | +170.8% |
| All | +177.1% | +8.8% | +168.3% | +170.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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