+297.5%
AEM vs BIL
+19.4%
+278.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +4.3% | +0.1% | +4.3% | +4.2% |
| 30D | +13.1% | +0.3% | +12.8% | +12.8% |
| 3M | +24.8% | +0.9% | +23.9% | +23.6% |
| 6M | -8.2% | +1.8% | -10.1% | -11.2% |
| YTD | +19.8% | +2.5% | +17.4% | +13.5% |
| 1Y | +32.1% | +3.7% | +28.4% | +20.0% |
| 3Y | +348.2% | +14.1% | +334.1% | +246.3% |
| 5Y | +297.5% | +19.4% | +278.0% | +174.4% |
| All | +297.5% | +19.4% | +278.0% | +174.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling