+346.7%
AEM vs BIDU
-49.1%
+395.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.6% | -1.3% | -2.7% |
| 7D | -5.0% | -5.2% | +0.2% | -4.5% |
| 30D | +8.5% | -14.5% | +22.9% | +10.3% |
| 3M | +29.3% | -22.9% | +52.2% | +32.8% |
| 6M | -12.9% | -27.8% | +14.9% | -9.9% |
| YTD | +16.8% | -30.7% | +47.4% | +21.1% |
| 1Y | +29.8% | -15.8% | +45.6% | +31.3% |
| 3Y | +336.7% | -33.2% | +370.0% | +344.8% |
| 5Y | +299.9% | -44.8% | +344.7% | +302.1% |
| All | +346.7% | -49.1% | +395.8% | +332.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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