+249.0%
AEM vs SUI
-26.4%
+275.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.3% |
| 7D | -6.8% | -1.5% | -5.4% | -6.4% |
| 30D | +0.8% | +3.7% | -2.9% | -0.4% |
| 3M | -0.8% | -0.4% | -0.4% | -0.8% |
| 6M | -8.5% | -2.8% | -5.7% | -8.2% |
| YTD | +5.9% | -1.6% | +7.6% | +5.9% |
| 1Y | +6.6% | -2.1% | +8.7% | +6.7% |
| 3Y | +302.2% | +18.5% | +283.7% | +271.2% |
| All | +249.0% | -26.4% | +275.4% | +253.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling