+3,119.1%
AEM vs GEN
+8,558.9%
-5,439.8%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.0% | -4.0% |
| 7D | -5.6% | -3.0% | -2.7% | -5.6% |
| 30D | -3.9% | +24.7% | -28.6% | -4.5% |
| 3M | -3.4% | +4.1% | -7.6% | -3.7% |
| 6M | -9.0% | +36.0% | -45.1% | -10.0% |
| YTD | +5.9% | +10.9% | -4.9% | +5.4% |
| 1Y | +4.0% | +12.2% | -8.2% | +3.4% |
| 3Y | +298.8% | +63.3% | +235.5% | +292.0% |
| 5Y | +250.7% | +29.0% | +221.7% | +246.0% |
| 10Y | +405.9% | +147.5% | +258.4% | +390.4% |
| All | +3,119.1% | +8,558.9% | -5,439.8% | +3,999.7% |
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 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