+39.2%
AEM vs SU
+71.8%
-32.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.3% |
| 7D | -0.5% | +3.6% | -4.1% | +0.1% |
| 30D | +24.0% | +7.9% | +16.1% | +25.7% |
| 3M | +16.1% | +3.5% | +12.6% | +17.6% |
| 6M | -11.6% | +19.0% | -30.6% | -13.9% |
| YTD | +21.5% | +55.0% | -33.4% | +15.8% |
| 1Y | +39.2% | +71.2% | -32.0% | +34.8% |
| All | +39.2% | +71.8% | -32.7% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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