+39.2%
AEM vs SPXU
-40.4%
+79.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.4% | -0.5% |
| 7D | -0.5% | -0.1% | -0.4% | -0.4% |
| 30D | +24.0% | +0.8% | +23.2% | +24.8% |
| 3M | +16.1% | -4.7% | +20.8% | +15.3% |
| 6M | -11.6% | -29.6% | +18.0% | -22.0% |
| YTD | +21.5% | -29.9% | +51.4% | +7.4% |
| 1Y | +39.2% | -39.1% | +78.3% | +16.7% |
| All | +39.2% | -40.4% | +79.6% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling