+18.7%
AEM vs BEN
+56.2%
-37.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +4.7% | +5.0% | +7.5% |
| 7D | +0.2% | +6.7% | -6.6% | -2.6% |
| 30D | +0.1% | +3.0% | -2.9% | -1.4% |
| 3M | +22.1% | -4.3% | +26.4% | +23.5% |
| 6M | +2.4% | +16.4% | -13.9% | -3.0% |
| YTD | +8.9% | +46.8% | -37.9% | -5.6% |
| 1Y | +18.7% | +57.3% | -38.6% | -1.2% |
| All | +18.7% | +56.2% | -37.5% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling