+5,214.8%
GRMN vs AEE
+632.1%
+4,582.8%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.4% | -0.9% |
| 7D | +0.2% | +1.3% | -1.1% | -0.4% |
| 30D | -11.3% | -1.2% | -10.1% | -10.9% |
| 3M | +17.7% | +1.0% | +16.7% | +16.7% |
| 6M | +14.2% | -2.3% | +16.4% | +14.6% |
| YTD | +37.0% | +9.1% | +27.9% | +31.0% |
| 1Y | +17.0% | +10.6% | +6.4% | +11.0% |
| 3Y | +183.2% | +48.5% | +134.7% | +134.0% |
| 5Y | +77.3% | +39.9% | +37.4% | +48.9% |
| 10Y | +630.9% | +185.7% | +445.2% | +337.8% |
| All | +5,214.8% | +632.1% | +4,582.8% | +2,204.7% |
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