+330.6%
AEM vs AU
+574.0%
-243.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.3% | +1.4% | -0.4% |
| 7D | -5.0% | -7.0% | +1.9% | -0.9% |
| 30D | +8.5% | +7.3% | +1.2% | +4.1% |
| 3M | +29.3% | +33.2% | -3.9% | +9.1% |
| 6M | -12.9% | -0.6% | -12.3% | -13.7% |
| YTD | +16.8% | +26.2% | -9.4% | +1.5% |
| 1Y | +29.8% | +68.3% | -38.4% | -3.4% |
| All | +330.6% | +574.0% | -243.3% | +57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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