+304.9%
AEM vs BDX
-2.2%
+307.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.7% |
| 7D | -2.1% | -3.2% | +1.0% | -1.3% |
| 30D | +8.4% | -2.5% | +11.0% | +9.2% |
| 3M | +27.3% | +21.4% | +5.9% | +21.2% |
| 6M | -9.7% | +10.4% | -20.1% | -11.8% |
| YTD | +19.0% | +18.8% | +0.1% | +13.8% |
| 1Y | +31.5% | +21.7% | +9.8% | +24.9% |
| 3Y | +338.7% | -10.0% | +348.7% | +360.7% |
| All | +304.9% | -2.2% | +307.1% | +288.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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