+3,594.0%
AEM vs GEN
+8,838.8%
-5,244.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -1.1% |
| 7D | -0.5% | -1.2% | +0.7% | -0.5% |
| 30D | +24.0% | +10.1% | +13.9% | +23.7% |
| 3M | +16.1% | +16.1% | 0.0% | +15.5% |
| 6M | -11.6% | +38.9% | -50.5% | -12.5% |
| YTD | +21.5% | +14.4% | +7.1% | +20.9% |
| 1Y | +39.2% | +5.9% | +33.3% | +38.7% |
| 3Y | +347.4% | +58.8% | +288.6% | +340.4% |
| 5Y | +290.1% | +24.7% | +265.5% | +285.4% |
| 10Y | +357.8% | +163.1% | +194.7% | +343.4% |
| All | +3,594.0% | +8,838.8% | -5,244.9% | +4,604.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling