+355.1%
AEM vs SPXU
-99.6%
+454.6%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +1.6% |
| 7D | -2.1% | +2.5% | -4.6% | -1.8% |
| 30D | +8.4% | +4.2% | +4.3% | +9.1% |
| 3M | +27.3% | -9.3% | +36.5% | +26.2% |
| 6M | -9.7% | -30.7% | +21.0% | -12.7% |
| YTD | +19.0% | -28.1% | +47.1% | +15.7% |
| 1Y | +31.5% | -35.2% | +66.7% | +26.8% |
| 3Y | +338.7% | -79.9% | +418.6% | +283.3% |
| 5Y | +307.4% | -86.4% | +393.8% | +253.2% |
| All | +355.1% | -99.6% | +454.6% | +229.1% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling