+438.3%
AME vs GEN
+147.0%
+291.3%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +1.2% |
| 7D | +8.1% | -3.0% | +11.1% | +8.7% |
| 30D | -3.8% | +24.7% | -28.5% | -8.2% |
| 3M | -6.6% | +4.1% | -10.7% | -8.2% |
| 6M | +4.6% | +36.0% | -31.5% | -3.6% |
| YTD | +17.9% | +10.9% | +7.1% | +13.2% |
| 1Y | +23.2% | +12.2% | +11.1% | +17.9% |
| 3Y | +62.9% | +63.3% | -0.4% | +42.1% |
| 5Y | +77.5% | +29.0% | +48.5% | +59.9% |
| All | +438.3% | +147.0% | +291.3% | +288.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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