+132.5%
GOOGL vs AEIS
+238.7%
-106.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.0% |
| 7D | -1.9% | +6.5% | -8.3% | -3.6% |
| 30D | -7.5% | -9.2% | +1.7% | -5.5% |
| 3M | -9.2% | -8.3% | -0.8% | -9.7% |
| 6M | +8.1% | -6.3% | +14.4% | +4.8% |
| YTD | +5.8% | +36.5% | -30.7% | -11.8% |
| 1Y | +38.3% | +84.8% | -46.4% | +1.7% |
| 3Y | +144.8% | +176.6% | -31.8% | +44.9% |
| 5Y | +132.5% | +237.1% | -104.6% | +18.0% |
| All | +132.5% | +238.7% | -106.2% | +18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling