+433.0%
AME vs SPXU
-99.6%
+532.6%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.4% | +5.7% | +2.4% |
| 7D | +1.7% | +2.5% | -0.7% | +2.7% |
| 30D | -6.4% | +4.2% | -10.6% | -5.0% |
| 3M | +7.1% | -9.3% | +16.3% | +4.3% |
| 6M | +8.2% | -30.7% | +38.9% | -2.7% |
| YTD | +18.2% | -28.1% | +46.3% | +8.2% |
| 1Y | +26.7% | -35.2% | +62.0% | +12.8% |
| 3Y | +60.7% | -79.9% | +140.6% | +4.5% |
| 5Y | +91.6% | -86.4% | +178.0% | +26.4% |
| All | +433.0% | -99.6% | +532.6% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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