+427.4%
AEM vs SUI
+120.9%
+306.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.5% | -2.2% |
| 7D | +1.4% | -2.4% | +3.8% | +2.0% |
| 30D | -1.2% | +3.3% | -4.5% | -2.1% |
| 3M | +2.5% | +0.7% | +1.9% | +2.3% |
| 6M | -5.1% | -4.1% | -1.0% | -4.4% |
| YTD | +10.4% | -1.8% | +12.2% | +10.4% |
| 1Y | +11.8% | -4.1% | +15.8% | +12.4% |
| 3Y | +315.6% | +17.4% | +298.3% | +292.6% |
| 5Y | +266.3% | -27.0% | +293.3% | +280.7% |
| 10Y | +427.4% | +121.2% | +306.2% | +318.9% |
| All | +427.4% | +120.9% | +306.5% | +318.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling