+75.6%
GRMN vs AEE
+38.5%
+37.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.4% |
| 7D | -1.8% | -0.7% | -1.1% | -1.6% |
| 30D | -12.1% | -2.0% | -10.1% | -11.5% |
| 3M | +18.0% | -2.8% | +20.8% | +18.6% |
| 6M | +13.7% | -3.6% | +17.3% | +14.4% |
| YTD | +35.3% | +7.3% | +28.0% | +30.4% |
| 1Y | +17.2% | +8.7% | +8.5% | +12.2% |
| 3Y | +179.6% | +46.0% | +133.6% | +133.3% |
| 5Y | +75.6% | +39.8% | +35.8% | +47.5% |
| All | +75.6% | +38.5% | +37.0% | +47.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling