+54.7%
AME vs GEN
+61.9%
-7.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +1.9% |
| 7D | +0.6% | -1.2% | +1.8% | +0.8% |
| 30D | -6.7% | +10.1% | -16.8% | -8.4% |
| 3M | +4.1% | +16.1% | -12.0% | +1.0% |
| 6M | +1.6% | +38.9% | -37.3% | -5.5% |
| YTD | +16.1% | +14.4% | +1.7% | +14.2% |
| 1Y | +27.3% | +5.9% | +21.5% | +28.3% |
| All | +54.7% | +61.9% | -7.1% | +33.1% |
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