+440.7%
AME vs GEN
+152.9%
+287.8%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -1.9% | 0.0% |
| 7D | +5.9% | +2.0% | +3.8% | +5.4% |
| 30D | -1.9% | +27.7% | -29.6% | -6.9% |
| 3M | -5.4% | +3.3% | -8.6% | -6.8% |
| 6M | +4.9% | +31.8% | -26.9% | -2.5% |
| YTD | +18.5% | +13.5% | +5.0% | +13.2% |
| 1Y | +25.5% | +16.0% | +9.4% | +19.2% |
| 3Y | +63.0% | +70.6% | -7.5% | +40.9% |
| 5Y | +78.3% | +32.1% | +46.2% | +59.9% |
| All | +440.7% | +152.9% | +287.8% | +288.7% |
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