+63.0%
AME vs GEN
+67.9%
-4.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -1.9% | +0.2% |
| 7D | +5.9% | +2.0% | +3.8% | +5.6% |
| 30D | -1.9% | +27.7% | -29.6% | -5.2% |
| 3M | -5.4% | +3.3% | -8.6% | -5.9% |
| 6M | +4.9% | +31.8% | -26.9% | -1.0% |
| YTD | +18.5% | +13.5% | +5.0% | +17.1% |
| 1Y | +25.5% | +16.0% | +9.4% | +23.1% |
| 3Y | +63.0% | +70.6% | -7.5% | +39.2% |
| All | +63.0% | +67.9% | -4.9% | +39.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling