+37,071.2%
ADI vs AEM
+3,538.8%
+33,532.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +1.6% |
| 7D | +0.4% | -0.5% | +1.0% | +0.4% |
| 30D | -3.8% | +24.0% | -27.8% | -4.5% |
| 3M | -15.3% | +16.1% | -31.3% | -15.7% |
| 6M | +6.7% | -11.6% | +18.3% | +6.9% |
| YTD | +34.8% | +21.5% | +13.2% | +33.9% |
| 1Y | +49.0% | +39.2% | +9.8% | +47.5% |
| 3Y | +108.1% | +347.4% | -239.4% | +99.8% |
| 5Y | +142.4% | +290.1% | -147.7% | +132.8% |
| 10Y | +589.9% | +357.8% | +232.1% | +557.8% |
| All | +37,071.2% | +3,538.8% | +33,532.3% | +41,336.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling