+13,507.3%
GOOGL vs AEIS
+2,758.2%
+10,749.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.4% | -3.5% | -1.7% |
| 7D | -2.3% | +3.0% | -5.2% | -3.0% |
| 30D | -6.6% | -14.6% | +8.1% | -3.3% |
| 3M | -8.9% | -12.4% | +3.5% | -8.2% |
| 6M | +11.9% | -15.0% | +26.8% | +12.4% |
| YTD | +8.3% | +34.3% | -25.9% | -4.1% |
| 1Y | +46.2% | +87.4% | -41.2% | +18.0% |
| 3Y | +151.9% | +139.8% | +12.1% | +84.9% |
| 5Y | +137.7% | +220.7% | -83.0% | +60.1% |
| 10Y | +757.6% | +531.6% | +226.0% | +354.7% |
| All | +13,507.3% | +2,758.2% | +10,749.1% | +4,096.0% |
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 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