+304.9%
AEM vs BBY
+1.5%
+303.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.1% | -1.2% | +1.6% |
| 7D | -2.1% | +0.6% | -2.7% | -2.2% |
| 30D | +8.4% | +9.4% | -1.0% | +7.5% |
| 3M | +27.3% | +19.3% | +7.9% | +25.1% |
| 6M | -9.7% | +47.9% | -57.6% | -13.1% |
| YTD | +19.0% | +39.6% | -20.6% | +14.8% |
| 1Y | +31.5% | +22.2% | +9.3% | +28.4% |
| 3Y | +338.7% | +45.0% | +293.7% | +307.7% |
| All | +304.9% | +1.5% | +303.3% | +274.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 5y: compounded portfolio wealth divided by compounded BBY 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…
5y analysis · Full analysis span regression · 6 months rolling