+304.9%
AEM vs SU
+348.9%
-44.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +1.9% |
| 7D | -2.1% | +2.2% | -4.4% | -2.6% |
| 30D | +8.4% | +8.4% | 0.0% | +6.5% |
| 3M | +27.3% | +12.1% | +15.2% | +23.8% |
| 6M | -9.7% | +19.7% | -29.3% | -14.4% |
| YTD | +19.0% | +58.4% | -39.5% | +5.0% |
| 1Y | +31.5% | +67.2% | -35.8% | +14.3% |
| 3Y | +338.7% | +125.0% | +213.7% | +246.4% |
| All | +304.9% | +348.9% | -44.1% | +207.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling