+346.7%
AEM vs ENB
+94.4%
+252.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.8% | +0.9% | -1.7% |
| 7D | -5.0% | -4.6% | -0.5% | -3.7% |
| 30D | +8.5% | -5.2% | +13.7% | +10.1% |
| 3M | +29.3% | -13.4% | +42.7% | +34.6% |
| 6M | -12.9% | -7.8% | -5.1% | -11.3% |
| YTD | +16.8% | +4.9% | +11.9% | +14.1% |
| 1Y | +29.8% | +3.2% | +26.6% | +27.5% |
| 3Y | +336.7% | +71.0% | +265.8% | +271.3% |
| 5Y | +299.9% | +64.0% | +235.9% | +246.3% |
| All | +346.7% | +94.4% | +252.3% | +304.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 10y: compounded portfolio wealth divided by compounded ENB 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…
10y analysis · Full analysis span regression · 6 months rolling