+637.6%
GRMN vs AEIS
+531.1%
+106.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +1.0% |
| 7D | -1.8% | -0.2% | -1.6% | -1.8% |
| 30D | -12.1% | -16.4% | +4.3% | -8.5% |
| 3M | +18.0% | -11.1% | +29.1% | +18.3% |
| 6M | +13.7% | -12.0% | +25.8% | +13.2% |
| YTD | +35.3% | +30.9% | +4.4% | +20.1% |
| 1Y | +17.2% | +74.3% | -57.1% | -4.7% |
| 3Y | +179.6% | +165.2% | +14.4% | +95.8% |
| 5Y | +75.6% | +220.0% | -144.5% | +14.3% |
| All | +637.6% | +531.1% | +106.6% | +241.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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