+304.9%
AEM vs BIDU
-44.1%
+348.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.7% |
| 7D | -2.1% | -8.1% | +6.0% | -1.0% |
| 30D | +8.4% | -12.8% | +21.3% | +10.4% |
| 3M | +27.3% | -21.3% | +48.6% | +31.2% |
| 6M | -9.7% | -27.0% | +17.3% | -5.8% |
| YTD | +19.0% | -30.0% | +49.0% | +24.3% |
| 1Y | +31.5% | -18.3% | +49.7% | +33.8% |
| 3Y | +338.7% | -33.8% | +372.5% | +349.6% |
| All | +304.9% | -44.1% | +348.9% | +305.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling