+338.7%
AEM vs SPXS
-79.6%
+418.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +1.3% |
| 7D | -2.1% | +2.5% | -4.6% | -1.6% |
| 30D | +8.4% | +4.2% | +4.2% | +9.6% |
| 3M | +27.3% | -9.3% | +36.6% | +25.4% |
| 6M | -9.7% | -30.7% | +21.0% | -14.3% |
| YTD | +19.0% | -28.1% | +47.0% | +13.8% |
| 1Y | +31.5% | -35.1% | +66.5% | +24.4% |
| 3Y | +338.7% | -79.6% | +418.3% | +260.4% |
| All | +338.7% | -79.6% | +418.3% | +260.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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