+651.5%
ADI vs AEM
+378.0%
+273.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.9% | +3.0% | +4.6% |
| 7D | +4.6% | -2.1% | +6.7% | +4.9% |
| 30D | -1.2% | +8.4% | -9.6% | -2.4% |
| 3M | -7.8% | +27.3% | -35.1% | -11.1% |
| 6M | +19.3% | -9.7% | +29.0% | +20.1% |
| YTD | +40.9% | +19.0% | +22.0% | +37.0% |
| 1Y | +54.5% | +31.5% | +23.0% | +48.1% |
| 3Y | +123.4% | +338.7% | -215.3% | +84.3% |
| 5Y | +142.3% | +307.4% | -165.1% | +98.6% |
| All | +651.5% | +378.0% | +273.5% | +499.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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