+343.5%
AEM vs RGEN
+2.1%
+341.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.4% | +0.6% |
| 7D | +3.0% | -4.6% | +7.6% | +3.6% |
| 30D | +12.5% | +1.2% | +11.3% | +12.4% |
| 3M | +26.9% | +26.8% | +0.1% | +23.5% |
| 6M | -9.4% | +29.1% | -38.5% | -12.4% |
| YTD | +20.3% | +0.7% | +19.5% | +19.1% |
| 1Y | +33.8% | +39.1% | -5.3% | +29.4% |
| All | +343.5% | +2.1% | +341.4% | +343.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling