+355.1%
AEM vs TRGP
+863.3%
-508.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.4% | +1.9% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | +8.4% | +8.0% | +0.4% | +7.5% |
| 3M | +27.3% | +8.3% | +19.0% | +25.9% |
| 6M | -9.7% | +23.9% | -33.6% | -12.1% |
| YTD | +19.0% | +59.6% | -40.7% | +12.6% |
| 1Y | +31.5% | +79.4% | -48.0% | +22.7% |
| 3Y | +338.7% | +269.4% | +69.3% | +276.7% |
| 5Y | +307.4% | +641.6% | -334.2% | +228.6% |
| All | +355.1% | +863.3% | -508.2% | +204.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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