+2,449.8%
GPN vs AEE
+715.0%
+1,734.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.2% | -2.5% |
| 7D | -6.2% | +1.1% | -7.3% | -6.7% |
| 30D | +1.0% | 0.0% | +1.0% | +1.0% |
| 3M | +36.9% | -0.9% | +37.8% | +37.1% |
| 6M | +16.8% | -2.4% | +19.2% | +17.4% |
| YTD | +13.2% | +8.6% | +4.6% | +7.6% |
| 1Y | +1.4% | +10.2% | -8.7% | -4.4% |
| 3Y | -28.6% | +47.8% | -76.5% | -42.3% |
| 5Y | -47.0% | +40.1% | -87.1% | -56.4% |
| 10Y | +25.2% | +195.0% | -169.9% | -26.7% |
| All | +2,449.8% | +715.0% | +1,734.8% | +819.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling