+408.7%
AEM vs BIL
+26.1%
+382.6%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -6.8% | +0.1% | -6.9% | -7.0% |
| 30D | +0.8% | +0.3% | +0.5% | +0.1% |
| 3M | -0.8% | +1.0% | -1.8% | -2.5% |
| 6M | -8.5% | +1.9% | -10.4% | -11.3% |
| YTD | +5.9% | +3.2% | +2.8% | -0.7% |
| 1Y | +6.6% | +3.7% | +2.9% | -1.5% |
| 3Y | +302.2% | +13.8% | +288.4% | +225.6% |
| 5Y | +250.8% | +20.3% | +230.5% | +174.0% |
| All | +408.7% | +26.1% | +382.6% | +168.0% |
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