+159.7%
GILD vs AEP
+174.9%
-15.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.6% | -0.7% |
| 7D | -4.8% | -0.9% | -3.9% | -4.6% |
| 30D | +5.8% | -1.1% | +6.8% | +6.1% |
| 3M | +14.9% | -3.3% | +18.2% | +16.0% |
| 6M | -0.4% | -4.6% | +4.3% | +0.9% |
| YTD | +18.5% | +9.4% | +9.1% | +15.1% |
| 1Y | +25.1% | +16.9% | +8.2% | +18.9% |
| 3Y | +105.9% | +76.6% | +29.3% | +70.9% |
| 5Y | +143.0% | +66.2% | +76.8% | +104.8% |
| All | +159.7% | +174.9% | -15.1% | +115.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 10y: compounded portfolio wealth divided by compounded AEP 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…
10y analysis · Full analysis span regression · 6 months rolling