+346.7%
AEM vs RGEN
+414.1%
-67.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.9% |
| 7D | -5.0% | -2.9% | -2.1% | -4.7% |
| 30D | +8.5% | -0.1% | +8.5% | +8.5% |
| 3M | +29.3% | +25.9% | +3.3% | +26.1% |
| 6M | -12.9% | +35.2% | -48.1% | -15.8% |
| YTD | +16.8% | +0.5% | +16.3% | +16.1% |
| 1Y | +29.8% | +37.0% | -7.1% | +25.4% |
| 3Y | +336.7% | +2.0% | +334.7% | +324.2% |
| 5Y | +299.9% | -44.2% | +344.1% | +300.8% |
| All | +346.7% | +414.1% | -67.4% | +330.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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