+3,555.0%
AEM vs SU
+61,771.5%
-58,216.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.4% |
| 7D | +3.0% | +1.6% | +1.4% | +3.0% |
| 30D | +12.5% | +10.7% | +1.8% | +12.5% |
| 3M | +26.9% | +13.5% | +13.4% | +26.9% |
| 6M | -9.4% | +21.8% | -31.3% | -9.5% |
| YTD | +20.3% | +58.8% | -38.6% | +20.2% |
| 1Y | +33.8% | +72.0% | -38.3% | +33.6% |
| 3Y | +349.8% | +121.7% | +228.1% | +349.1% |
| 5Y | +301.0% | +350.4% | -49.4% | +299.9% |
| 10Y | +376.1% | +264.7% | +111.4% | +374.7% |
| All | +3,555.0% | +61,771.5% | -58,216.5% | +3,466.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling