+374.3%
AEM vs SPXU
-100.0%
+474.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.2% |
| 7D | +4.3% | -1.5% | +5.8% | +4.1% |
| 30D | +13.1% | +3.7% | +9.4% | +13.8% |
| 3M | +24.8% | -9.6% | +34.3% | +23.5% |
| 6M | -8.2% | -32.4% | +24.1% | -12.2% |
| YTD | +19.8% | -28.7% | +48.5% | +15.8% |
| 1Y | +32.1% | -38.2% | +70.3% | +25.6% |
| 3Y | +348.2% | -80.4% | +428.6% | +276.5% |
| 5Y | +297.5% | -86.0% | +383.5% | +235.8% |
| 10Y | +343.3% | -99.5% | +442.8% | +156.4% |
| All | +374.3% | -100.0% | +474.3% | +11.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling