+330.6%
AEM vs BB
+62.2%
+268.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.7% | -0.2% | -2.6% |
| 7D | -5.0% | -2.1% | -3.0% | -4.8% |
| 30D | +8.5% | -16.0% | +24.5% | +10.4% |
| 3M | +29.3% | -14.5% | +43.8% | +30.7% |
| 6M | -12.9% | +118.6% | -131.5% | -20.2% |
| YTD | +16.8% | +98.9% | -82.2% | +7.9% |
| 1Y | +29.8% | +99.5% | -69.6% | +19.4% |
| All | +330.6% | +62.2% | +268.5% | +269.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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