+2,104.1%
GNRC vs AEIS
+2,055.3%
+48.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.5% |
| 7D | +3.2% | +6.5% | -3.3% | +0.5% |
| 30D | -9.5% | -9.2% | -0.3% | -6.1% |
| 3M | -28.5% | -8.3% | -20.2% | -26.7% |
| 6M | -10.0% | -6.3% | -3.6% | -9.5% |
| YTD | +36.7% | +36.5% | +0.2% | +17.9% |
| 1Y | +2.6% | +84.8% | -82.2% | -22.4% |
| 3Y | +61.9% | +176.6% | -114.7% | +0.3% |
| 5Y | -59.0% | +237.1% | -296.1% | -76.3% |
| 10Y | +444.8% | +554.7% | -109.9% | +127.7% |
| All | +2,104.1% | +2,055.3% | +48.8% | +443.5% |
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