+348.2%
AEM vs A
+29.5%
+318.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.2% | -0.9% |
| 7D | +4.3% | -2.1% | +6.4% | +4.8% |
| 30D | +13.1% | +0.6% | +12.5% | +13.1% |
| 3M | +24.8% | +10.9% | +13.9% | +22.7% |
| 6M | -8.2% | +28.2% | -36.4% | -12.2% |
| YTD | +19.8% | +8.6% | +11.3% | +17.6% |
| 1Y | +32.1% | +15.5% | +16.5% | +28.1% |
| 3Y | +348.2% | +31.8% | +316.4% | +314.3% |
| All | +348.2% | +29.5% | +318.7% | +314.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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