+299.9%
AEM vs TRGP
+627.0%
-327.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -2.9% |
| 7D | -5.0% | -0.6% | -4.5% | -5.0% |
| 30D | +8.5% | +10.0% | -1.5% | +6.3% |
| 3M | +29.3% | +7.6% | +21.7% | +26.8% |
| 6M | -12.9% | +26.8% | -39.7% | -18.1% |
| YTD | +16.8% | +60.6% | -43.8% | +3.8% |
| 1Y | +29.8% | +82.5% | -52.6% | +11.6% |
| 3Y | +336.7% | +265.0% | +71.7% | +196.7% |
| 5Y | +299.9% | +645.9% | -345.9% | +151.1% |
| All | +299.9% | +627.0% | -327.1% | +151.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling