+355.1%
AEM vs UUUU
+465.5%
-110.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.0% | +6.9% | +2.6% |
| 7D | -2.1% | -10.5% | +8.4% | -0.6% |
| 30D | +8.4% | -10.5% | +18.9% | +10.0% |
| 3M | +27.3% | -14.1% | +41.4% | +29.5% |
| 6M | -9.7% | -35.5% | +25.8% | -5.1% |
| YTD | +19.0% | -10.9% | +29.9% | +19.3% |
| 1Y | +31.5% | +3.4% | +28.1% | +27.6% |
| 3Y | +338.7% | +73.1% | +265.6% | +283.0% |
| 5Y | +307.4% | +87.1% | +220.3% | +240.4% |
| All | +355.1% | +465.5% | -110.4% | +209.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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