+302.1%
AEM vs ENB
+71.3%
+230.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.4% | -4.5% | -4.3% |
| 7D | -5.6% | 0.0% | -5.6% | -5.7% |
| 30D | -3.9% | +1.4% | -5.2% | -4.7% |
| 3M | -3.4% | -5.2% | +1.7% | -1.4% |
| 6M | -9.0% | -9.9% | +0.9% | -5.1% |
| YTD | +5.9% | +4.7% | +1.3% | -1.7% |
| 1Y | +4.0% | +2.8% | +1.2% | -2.1% |
| All | +302.1% | +71.3% | +230.8% | +161.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling