+249.0%
AEM vs ACWI
+58.7%
+190.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -6.8% | +2.4% | -9.3% | -8.6% |
| 30D | +0.8% | -1.7% | +2.5% | +2.3% |
| 3M | -0.8% | -3.9% | +3.1% | +2.8% |
| 6M | -8.5% | +0.8% | -9.3% | -8.3% |
| YTD | +5.9% | +11.0% | -5.1% | -0.4% |
| 1Y | +6.6% | +13.1% | -6.5% | -0.9% |
| 3Y | +302.2% | +73.9% | +228.3% | +178.5% |
| All | +249.0% | +58.7% | +190.2% | +127.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling