+358.8%
AEM vs BBIO
+136.7%
+222.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +1.9% |
| 7D | -2.1% | -3.2% | +1.1% | -2.0% |
| 30D | +8.4% | -13.6% | +22.0% | +9.0% |
| 3M | +27.3% | +7.2% | +20.0% | +26.9% |
| 6M | -9.7% | +1.5% | -11.1% | -9.7% |
| YTD | +19.0% | -5.3% | +24.2% | +19.0% |
| 1Y | +31.5% | +37.7% | -6.2% | +29.9% |
| 3Y | +338.7% | +153.9% | +184.8% | +321.8% |
| 5Y | +307.4% | +43.9% | +263.6% | +277.1% |
| All | +358.8% | +136.7% | +222.1% | +315.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling