+301.0%
AEM vs AMC
-99.3%
+400.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.9% | -0.6% | +1.3% |
| 7D | +15.8% | +2.6% | +13.2% | +15.8% |
| 30D | +6.2% | +9.0% | -2.8% | +6.0% |
| 3M | +14.3% | +22.2% | -7.8% | +13.9% |
| 6M | +1.4% | +91.5% | -90.1% | 0.0% |
| YTD | +13.7% | +101.3% | -87.5% | +12.0% |
| 1Y | +21.3% | +20.8% | +0.6% | +20.2% |
| 3Y | +309.9% | -71.3% | +381.2% | +310.9% |
| All | +301.0% | -99.3% | +400.2% | +315.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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