+304.9%
AEM vs SPXU
-86.1%
+391.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +1.4% |
| 7D | -2.1% | +2.5% | -4.6% | -1.6% |
| 30D | +8.4% | +4.2% | +4.3% | +9.4% |
| 3M | +27.3% | -9.3% | +36.5% | +25.7% |
| 6M | -9.7% | -30.7% | +21.0% | -13.9% |
| YTD | +19.0% | -28.1% | +47.1% | +14.3% |
| 1Y | +31.5% | -35.2% | +66.7% | +24.8% |
| 3Y | +338.7% | -79.9% | +418.6% | +260.4% |
| All | +304.9% | -86.1% | +391.0% | +214.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling