+427.4%
AEM vs ALB
+35.3%
+392.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -2.5% |
| 7D | +1.4% | +1.1% | +0.3% | +1.3% |
| 30D | -1.2% | -2.6% | +1.4% | -0.8% |
| 3M | +2.5% | -25.6% | +28.1% | +5.8% |
| 6M | -5.1% | -54.0% | +48.9% | +2.8% |
| YTD | +10.4% | -31.6% | +42.0% | +15.0% |
| 1Y | +11.8% | -6.6% | +18.3% | +13.5% |
| 3Y | +315.6% | -14.0% | +329.6% | +315.8% |
| 5Y | +266.3% | -62.5% | +328.8% | +289.1% |
| 10Y | +427.4% | +36.3% | +391.1% | +361.3% |
| All | +427.4% | +35.3% | +392.0% | +361.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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