+867.9%
GLW vs AEIS
+545.5%
+322.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +2.0% |
| 7D | +16.9% | +6.5% | +10.4% | +13.8% |
| 30D | +7.0% | -9.2% | +16.2% | +11.8% |
| 3M | -3.0% | -8.3% | +5.4% | +1.8% |
| 6M | +31.0% | -6.3% | +37.3% | +37.4% |
| YTD | +93.4% | +36.5% | +56.9% | +75.3% |
| 1Y | +134.7% | +84.8% | +50.0% | +88.5% |
| 3Y | +471.8% | +176.6% | +295.2% | +277.9% |
| 5Y | +394.5% | +237.1% | +157.4% | +193.1% |
| 10Y | +867.9% | +554.7% | +313.3% | +280.4% |
| All | +867.9% | +545.5% | +322.4% | +280.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling