+356.7%
AEM vs BIL
+14.1%
+342.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.1% |
| 7D | -0.5% | +0.1% | -0.6% | -0.4% |
| 30D | +24.0% | +0.3% | +23.7% | +24.4% |
| 3M | +16.1% | +0.9% | +15.1% | +16.9% |
| 6M | -11.6% | +1.8% | -13.5% | -12.5% |
| YTD | +21.5% | +2.4% | +19.1% | +18.3% |
| 1Y | +39.2% | +3.7% | +35.5% | +29.5% |
| All | +356.7% | +14.1% | +342.6% | +226.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling