+375.9%
AEM vs ACWI
+226.8%
+149.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.6% | +2.2% | +3.4% |
| 7D | +17.8% | +0.3% | +17.5% | +17.6% |
| 30D | +6.2% | -2.8% | +9.1% | +8.0% |
| 3M | +12.5% | -3.2% | +15.7% | +14.8% |
| 6M | +4.4% | +1.3% | +3.1% | +4.4% |
| YTD | +19.2% | +11.2% | +8.0% | +14.2% |
| 1Y | +25.5% | +13.8% | +11.7% | +19.1% |
| 3Y | +346.4% | +76.2% | +270.3% | +247.7% |
| 5Y | +305.7% | +59.5% | +246.2% | +221.8% |
| 10Y | +375.9% | +222.2% | +153.7% | +127.1% |
| All | +375.9% | +226.8% | +149.1% | +127.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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