+346.7%
AEM vs BIL
+25.2%
+321.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -5.0% | +0.1% | -5.1% | -5.2% |
| 30D | +8.5% | +0.3% | +8.2% | +7.8% |
| 3M | +29.3% | +0.9% | +28.4% | +26.8% |
| 6M | -12.9% | +1.8% | -14.7% | -16.8% |
| YTD | +16.8% | +2.5% | +14.3% | +9.0% |
| 1Y | +29.8% | +3.7% | +26.1% | +16.4% |
| 3Y | +336.7% | +14.1% | +322.6% | +225.7% |
| 5Y | +299.9% | +19.4% | +280.5% | +175.0% |
| All | +346.7% | +25.2% | +321.5% | +96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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