+5,377.6%
GRMN vs AEIS
+919.1%
+4,458.5%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.0% | +2.9% | -0.3% |
| 7D | -0.9% | +11.5% | -12.4% | -3.2% |
| 30D | +1.2% | -15.8% | +16.9% | +3.5% |
| 3M | -8.9% | -33.3% | +24.4% | -2.6% |
| 6M | +23.0% | -35.2% | +58.2% | +29.5% |
| YTD | +41.2% | +5.0% | +36.2% | +32.4% |
| 1Y | +47.5% | +8.5% | +39.0% | +37.1% |
| 3Y | +155.8% | +152.9% | +2.9% | +92.4% |
| 5Y | +120.2% | +144.6% | -24.5% | +64.4% |
| 10Y | +629.9% | +337.1% | +292.8% | +344.8% |
| All | +5,377.6% | +919.1% | +4,458.5% | +2,028.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling