+740.7%
GOOGL vs AEIS
+531.1%
+209.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.1% | +4.7% | +1.8% |
| 7D | -2.8% | -0.2% | -2.6% | -2.8% |
| 30D | -3.2% | -16.4% | +13.2% | +1.4% |
| 3M | -6.6% | -11.1% | +4.5% | -6.3% |
| 6M | +8.5% | -12.0% | +20.5% | +7.6% |
| YTD | +6.5% | +30.9% | -24.4% | -8.5% |
| 1Y | +39.4% | +74.3% | -34.9% | +8.1% |
| 3Y | +146.2% | +165.2% | -19.0% | +58.8% |
| 5Y | +138.3% | +220.0% | -81.7% | +41.0% |
| All | +740.7% | +531.1% | +209.6% | +259.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling