+341.9%
AEM vs AG
+270.9%
+71.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.0% |
| 7D | +4.3% | +4.5% | -0.1% | +2.4% |
| 30D | +13.1% | +12.9% | +0.3% | +7.7% |
| 3M | +24.8% | +20.9% | +3.8% | +15.2% |
| 6M | -8.2% | -19.5% | +11.3% | -1.7% |
| YTD | +19.8% | +24.8% | -5.0% | +8.9% |
| 1Y | +32.1% | +120.2% | -88.2% | -3.0% |
| All | +341.9% | +270.9% | +71.0% | +150.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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