+343.3%
AEM vs ALLE
+148.2%
+195.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.3% |
| 7D | +4.3% | +2.8% | +1.5% | +3.9% |
| 30D | +13.1% | -7.6% | +20.8% | +14.4% |
| 3M | +24.8% | +22.8% | +2.0% | +21.1% |
| 6M | -8.2% | +4.6% | -12.8% | -9.0% |
| YTD | +19.8% | -1.2% | +21.0% | +19.7% |
| 1Y | +32.1% | -9.1% | +41.2% | +33.2% |
| 3Y | +348.2% | +50.0% | +298.2% | +322.2% |
| 5Y | +297.5% | +15.2% | +282.2% | +277.7% |
| 10Y | +343.3% | +151.1% | +192.2% | +325.8% |
| All | +343.3% | +148.2% | +195.1% | +325.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALLE 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling