+26,178.6%
GILD vs AEIS
+2,627.1%
+23,551.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.9% | -5.7% | -1.5% |
| 7D | -4.8% | +2.3% | -7.1% | -5.2% |
| 30D | +5.8% | -14.8% | +20.6% | +7.9% |
| 3M | +14.9% | -15.6% | +30.5% | +16.0% |
| 6M | -0.4% | -8.7% | +8.4% | -1.4% |
| YTD | +18.5% | +37.3% | -18.8% | +9.9% |
| 1Y | +25.1% | +80.3% | -55.2% | +10.6% |
| 3Y | +105.9% | +177.9% | -72.0% | +66.0% |
| 5Y | +143.0% | +235.8% | -92.8% | +86.3% |
| 10Y | +162.4% | +558.6% | -396.3% | +68.4% |
| All | +26,178.6% | +2,627.1% | +23,551.5% | +10,619.0% |
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