+6,371.7%
GWW vs AEIS
+2,641.0%
+3,730.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.8% | -5.5% | -3.0% |
| 7D | -1.5% | +8.1% | -9.7% | -2.6% |
| 30D | +1.1% | -11.1% | +12.2% | +2.5% |
| 3M | -1.0% | -5.6% | +4.7% | -1.4% |
| 6M | +16.3% | -0.6% | +17.0% | +14.3% |
| YTD | +28.5% | +38.0% | -9.5% | +20.3% |
| 1Y | +30.3% | +87.2% | -57.0% | +16.3% |
| 3Y | +91.6% | +179.7% | -88.1% | +59.2% |
| 5Y | +224.0% | +241.7% | -17.8% | +158.9% |
| 10Y | +551.3% | +547.2% | +4.1% | +358.3% |
| All | +6,371.7% | +2,641.0% | +3,730.7% | +3,165.2% |
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 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