+7,389.3%
GWW vs AEIS
+1,985.6%
+5,403.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.0% | +3.1% | -0.4% |
| 7D | +3.6% | +11.5% | -8.0% | +2.0% |
| 30D | +12.1% | -15.8% | +27.9% | +13.9% |
| 3M | +12.9% | -33.3% | +46.2% | +17.9% |
| 6M | +19.3% | -35.2% | +54.5% | +23.5% |
| YTD | +48.7% | +5.0% | +43.7% | +43.0% |
| 1Y | +60.5% | +8.5% | +52.0% | +53.5% |
| 3Y | +93.3% | +152.9% | -59.6% | +61.4% |
| 5Y | +219.0% | +144.6% | +74.3% | +164.3% |
| 10Y | +659.0% | +337.1% | +321.8% | +456.7% |
| All | +7,389.3% | +1,985.6% | +5,403.7% | +3,782.7% |
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