+299.9%
AEM vs SPXS
-85.4%
+385.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.9% | -4.8% | -2.6% |
| 7D | -5.0% | +6.4% | -11.4% | -3.9% |
| 30D | +8.5% | +6.0% | +2.5% | +9.8% |
| 3M | +29.3% | -11.6% | +40.9% | +27.1% |
| 6M | -12.9% | -28.7% | +15.8% | -16.6% |
| YTD | +16.8% | -26.3% | +43.0% | +12.8% |
| 1Y | +29.8% | -34.9% | +64.8% | +23.6% |
| 3Y | +336.7% | -79.5% | +416.2% | +261.4% |
| 5Y | +299.9% | -85.9% | +385.9% | +213.7% |
| All | +299.9% | -85.4% | +385.3% | +213.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling