+2,110.1%
GNRC vs AEE
+685.7%
+1,424.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +3.0% | +2.9% |
| 7D | -0.2% | -0.8% | +0.6% | +0.2% |
| 30D | -15.7% | -2.9% | -12.8% | -14.6% |
| 3M | -27.3% | -2.4% | -24.9% | -26.9% |
| 6M | -12.1% | -2.7% | -9.3% | -11.7% |
| YTD | +37.1% | +7.3% | +29.9% | +31.7% |
| 1Y | -0.5% | +7.5% | -8.0% | -4.9% |
| 3Y | +61.5% | +46.2% | +15.3% | +32.0% |
| 5Y | -58.6% | +39.7% | -98.3% | -65.4% |
| 10Y | +446.3% | +191.3% | +255.0% | +218.9% |
| All | +2,110.1% | +685.7% | +1,424.4% | +525.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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