+669.0%
GRMN vs AEE
+191.1%
+477.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.3% | +4.3% |
| 7D | +2.4% | -0.8% | +3.2% | +2.7% |
| 30D | -8.5% | -2.9% | -5.5% | -7.4% |
| 3M | +19.5% | -2.4% | +21.9% | +20.1% |
| 6M | +21.2% | -2.7% | +23.9% | +21.7% |
| YTD | +41.0% | +7.3% | +33.8% | +36.0% |
| 1Y | +19.6% | +7.5% | +12.0% | +14.9% |
| 3Y | +183.8% | +46.2% | +137.6% | +137.2% |
| 5Y | +83.0% | +39.7% | +43.3% | +54.4% |
| All | +669.0% | +191.1% | +477.8% | +438.0% |
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