+408.7%
AEM vs ENB
+109.5%
+299.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | -6.8% | +3.1% | -10.0% | -7.7% |
| 30D | +0.8% | +2.1% | -1.3% | +0.1% |
| 3M | -0.8% | -4.4% | +3.6% | +0.2% |
| 6M | -8.5% | -10.1% | +1.5% | -6.1% |
| YTD | +5.9% | +5.2% | +0.8% | +3.4% |
| 1Y | +6.6% | +4.2% | +2.4% | +4.3% |
| 3Y | +302.2% | +70.1% | +232.1% | +243.6% |
| 5Y | +250.8% | +59.4% | +191.4% | +206.1% |
| All | +408.7% | +109.5% | +299.2% | +298.8% |
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