+343.3%
AEM vs SUI
+104.3%
+238.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -1.0% |
| 7D | +4.3% | -3.1% | +7.5% | +5.2% |
| 30D | +13.1% | -2.3% | +15.4% | +13.8% |
| 3M | +24.8% | -2.8% | +27.6% | +25.4% |
| 6M | -8.2% | -12.4% | +4.1% | -5.2% |
| YTD | +19.8% | -3.3% | +23.1% | +20.5% |
| 1Y | +32.1% | -5.8% | +37.9% | +33.6% |
| 3Y | +348.2% | +12.5% | +335.7% | +327.1% |
| 5Y | +297.5% | -32.9% | +330.3% | +323.2% |
| 10Y | +343.3% | +104.4% | +238.9% | +223.0% |
| All | +343.3% | +104.3% | +238.9% | +223.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SUI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling