+142.4%
GILD vs AEP
+64.8%
+77.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.6% | -0.7% |
| 7D | -4.8% | -0.9% | -3.9% | -4.5% |
| 30D | +5.8% | -1.1% | +6.8% | +6.1% |
| 3M | +14.9% | -3.3% | +18.2% | +16.1% |
| 6M | -0.4% | -4.6% | +4.3% | +1.0% |
| YTD | +18.5% | +9.4% | +9.1% | +14.8% |
| 1Y | +25.1% | +16.9% | +8.2% | +18.2% |
| 3Y | +105.9% | +76.6% | +29.3% | +65.1% |
| All | +142.4% | +64.8% | +77.6% | +97.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling