+4.0%
AEM vs GEN
+11.7%
-7.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.0% | -3.9% |
| 7D | -5.6% | -3.0% | -2.7% | -5.5% |
| 30D | -3.9% | +24.7% | -28.6% | -4.7% |
| 3M | -3.4% | +4.1% | -7.6% | -3.2% |
| 6M | -9.0% | +36.0% | -45.1% | -11.2% |
| YTD | +5.9% | +10.9% | -4.9% | +4.0% |
| 1Y | +4.0% | +12.2% | -8.2% | +2.5% |
| All | +4.0% | +11.7% | -7.7% | +2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling