+338.7%
AEM vs SU
+120.0%
+218.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +1.9% |
| 7D | -2.1% | +2.2% | -4.4% | -2.4% |
| 30D | +8.4% | +8.4% | 0.0% | +7.3% |
| 3M | +27.3% | +12.1% | +15.2% | +25.2% |
| 6M | -9.7% | +19.7% | -29.3% | -13.5% |
| YTD | +19.0% | +58.4% | -39.5% | +6.6% |
| 1Y | +31.5% | +67.2% | -35.8% | +16.2% |
| 3Y | +338.7% | +125.0% | +213.7% | +248.2% |
| All | +338.7% | +120.0% | +218.7% | +248.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling