+360.1%
AEM vs GEN
+155.5%
+204.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.5% | +0.4% |
| 7D | +3.0% | -2.9% | +5.9% | +3.3% |
| 30D | +12.5% | +2.1% | +10.4% | +12.2% |
| 3M | +26.9% | +19.7% | +7.2% | +24.6% |
| 6M | -9.4% | +33.3% | -42.7% | -12.2% |
| YTD | +20.3% | +11.1% | +9.2% | +18.5% |
| 1Y | +33.8% | +3.0% | +30.8% | +32.7% |
| 3Y | +349.8% | +57.9% | +291.9% | +326.3% |
| 5Y | +301.0% | +20.6% | +280.4% | +284.3% |
| All | +360.1% | +155.5% | +204.5% | +324.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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