+584.3%
GH vs AEIS
+159.1%
+425.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.4% |
| 7D | +0.9% | +23.2% | -22.3% | -5.8% |
| 30D | -4.5% | -17.0% | +12.5% | +0.4% |
| 3M | -6.2% | -32.2% | +25.9% | +4.0% |
| 6M | +55.0% | -32.6% | +87.5% | +66.5% |
| YTD | +51.6% | +9.4% | +42.2% | +26.4% |
| 1Y | +58.3% | +7.7% | +50.6% | +32.5% |
| All | +584.3% | +159.1% | +425.2% | +216.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling