+183.8%
GRMN vs AEIS
+173.7%
+10.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.9% | -0.7% | +3.3% |
| 7D | +2.4% | +2.3% | +0.2% | +2.0% |
| 30D | -8.5% | -14.8% | +6.4% | -6.0% |
| 3M | +19.5% | -15.6% | +35.1% | +21.7% |
| 6M | +21.2% | -8.7% | +29.9% | +19.9% |
| YTD | +41.0% | +37.3% | +3.7% | +25.2% |
| 1Y | +19.6% | +80.3% | -60.8% | -2.4% |
| 3Y | +183.8% | +177.9% | +5.9% | +104.8% |
| All | +183.8% | +173.7% | +10.1% | +104.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling