+346.7%
AEM vs BEN
+56.7%
+290.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.6% | -2.8% |
| 7D | -5.0% | +0.3% | -5.4% | -5.1% |
| 30D | +8.5% | +0.9% | +7.6% | +8.4% |
| 3M | +29.3% | +9.2% | +20.1% | +28.0% |
| 6M | -12.9% | +36.8% | -49.7% | -15.6% |
| YTD | +16.8% | +44.4% | -27.6% | +12.5% |
| 1Y | +29.8% | +45.8% | -16.0% | +24.8% |
| 3Y | +336.7% | +52.5% | +284.2% | +315.1% |
| 5Y | +299.9% | +37.7% | +262.3% | +277.5% |
| All | +346.7% | +56.7% | +290.0% | +298.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling