+338.7%
AEM vs BBIO
+154.4%
+184.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +1.9% |
| 7D | -2.1% | -3.2% | +1.1% | -1.8% |
| 30D | +8.4% | -13.6% | +22.0% | +9.9% |
| 3M | +27.3% | +7.2% | +20.0% | +26.6% |
| 6M | -9.7% | +1.5% | -11.1% | -9.8% |
| YTD | +19.0% | -5.3% | +24.2% | +19.0% |
| 1Y | +31.5% | +37.7% | -6.2% | +29.0% |
| 3Y | +338.7% | +153.9% | +184.8% | +311.6% |
| All | +338.7% | +154.4% | +184.3% | +311.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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