+301.0%
AEM vs BEN
+40.0%
+261.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.6% |
| 7D | +3.0% | +3.4% | -0.4% | +2.4% |
| 30D | +12.5% | +1.8% | +10.7% | +12.2% |
| 3M | +26.9% | +8.4% | +18.6% | +25.1% |
| 6M | -9.4% | +35.6% | -45.1% | -14.0% |
| YTD | +20.3% | +46.4% | -26.1% | +12.7% |
| 1Y | +33.8% | +46.3% | -12.5% | +25.2% |
| 3Y | +349.8% | +54.6% | +295.2% | +313.4% |
| 5Y | +301.0% | +39.4% | +261.6% | +249.3% |
| All | +301.0% | +40.0% | +261.0% | +249.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling