+346.4%
AEM vs ARWR
+79.9%
+266.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -15.3% | +20.2% | +6.3% |
| 7D | +17.8% | -17.3% | +35.2% | +19.7% |
| 30D | +6.2% | -21.5% | +27.8% | +8.5% |
| 3M | +12.5% | -43.8% | +56.4% | +18.6% |
| 6M | +4.4% | -32.3% | +36.7% | +8.0% |
| YTD | +19.2% | -25.8% | +45.0% | +21.9% |
| 1Y | +25.5% | +25.5% | 0.0% | +23.4% |
| 3Y | +346.4% | +84.1% | +262.3% | +326.0% |
| All | +346.4% | +79.9% | +266.5% | +326.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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