-4.9%
GTLB vs AEIS
+73.4%
-78.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.1% | +6.2% | +1.6% |
| 7D | -4.1% | -0.2% | -3.9% | -4.1% |
| 30D | +12.3% | -16.4% | +28.7% | +10.1% |
| 3M | +65.9% | -11.1% | +77.0% | +64.0% |
| 6M | +104.0% | -12.0% | +116.0% | +98.1% |
| YTD | +26.0% | +30.9% | -4.8% | +14.7% |
| All | -4.9% | +73.4% | -78.3% | -14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling