+84.4%
GRMN vs AEIS
+232.6%
-148.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.9% | -0.7% | +3.1% |
| 7D | +2.4% | +2.3% | +0.2% | +1.8% |
| 30D | -8.5% | -14.8% | +6.4% | -5.1% |
| 3M | +19.5% | -15.6% | +35.1% | +21.9% |
| 6M | +21.2% | -8.7% | +29.9% | +19.3% |
| YTD | +41.0% | +37.3% | +3.7% | +21.5% |
| 1Y | +19.6% | +80.3% | -60.8% | -6.8% |
| 3Y | +183.8% | +177.9% | +5.9% | +82.9% |
| All | +84.4% | +232.6% | -148.1% | +5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling