+18,954.1%
AME vs GEN
+8,591.0%
+10,363.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | -1.5% | -0.3% | -1.2% | -1.5% |
| 30D | -4.2% | +28.2% | -32.3% | -7.5% |
| 3M | -5.9% | +2.6% | -8.6% | -6.9% |
| 6M | +2.8% | +32.7% | -29.9% | -2.0% |
| YTD | +16.6% | +11.3% | +5.3% | +13.2% |
| 1Y | +22.1% | +17.9% | +4.2% | +17.6% |
| 3Y | +64.7% | +66.3% | -1.6% | +50.8% |
| 5Y | +76.6% | +31.7% | +44.9% | +65.2% |
| 10Y | +443.9% | +150.0% | +293.9% | +355.6% |
| All | +18,954.1% | +8,591.0% | +10,363.2% | +10,184.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling