+49.2%
GH vs AEIS
+145.4%
-96.2%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.6% |
| 7D | +0.9% | +23.2% | -22.3% | -8.6% |
| 30D | -4.5% | -17.0% | +12.5% | +2.5% |
| 3M | -6.2% | -32.2% | +25.9% | +8.6% |
| 6M | +55.0% | -32.6% | +87.5% | +71.0% |
| YTD | +51.6% | +9.4% | +42.2% | +18.7% |
| 1Y | +58.3% | +7.7% | +50.6% | +24.5% |
| 3Y | +617.6% | +157.9% | +459.7% | +174.4% |
| 5Y | +49.2% | +154.8% | -105.6% | -47.6% |
| All | +49.2% | +145.4% | -96.2% | -47.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling