+428.5%
AME vs GEN
+150.6%
+278.0%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.6% |
| 7D | +1.3% | -2.9% | +4.2% | +1.9% |
| 30D | -6.6% | +2.1% | -8.6% | -7.1% |
| 3M | +3.0% | +19.7% | -16.7% | -1.3% |
| 6M | +5.3% | +33.3% | -28.0% | -2.2% |
| YTD | +15.4% | +11.1% | +4.3% | +11.6% |
| 1Y | +26.8% | +3.0% | +23.8% | +24.7% |
| 3Y | +56.5% | +57.9% | -1.4% | +38.4% |
| 5Y | +85.2% | +20.6% | +64.6% | +70.5% |
| 10Y | +428.5% | +153.2% | +275.3% | +285.2% |
| All | +428.5% | +150.6% | +278.0% | +285.2% |
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