+25.7%
GPN vs AEE
+191.1%
-165.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -4.3% | -0.8% | -3.5% | -4.0% |
| 30D | 0.0% | -2.9% | +2.9% | +1.4% |
| 3M | +35.8% | -2.4% | +38.2% | +37.1% |
| 6M | +22.0% | -2.7% | +24.7% | +22.8% |
| YTD | +15.2% | +7.3% | +7.9% | +9.3% |
| 1Y | +3.5% | +7.5% | -4.1% | -2.2% |
| 3Y | -26.9% | +46.2% | -73.1% | -42.6% |
| 5Y | -44.2% | +39.7% | -83.9% | -55.6% |
| All | +25.7% | +191.1% | -165.5% | -21.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling