+3,594.0%
AEM vs BEN
+4,913.3%
-1,319.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.5% | -4.7% | -1.5% |
| 7D | -0.5% | +0.2% | -0.7% | -0.5% |
| 30D | +24.0% | -0.5% | +24.6% | +24.1% |
| 3M | +16.1% | +9.7% | +6.4% | +15.0% |
| 6M | -11.6% | +33.9% | -45.5% | -14.1% |
| YTD | +21.5% | +49.0% | -27.4% | +16.8% |
| 1Y | +39.2% | +42.1% | -2.9% | +34.3% |
| 3Y | +347.4% | +51.9% | +295.6% | +325.6% |
| 5Y | +290.1% | +39.0% | +251.1% | +270.8% |
| 10Y | +357.8% | +57.9% | +299.9% | +319.3% |
| All | +3,594.0% | +4,913.3% | -1,319.4% | +4,128.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling