+39.2%
AEM vs BLDR
-52.1%
+91.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -1.6% |
| 7D | -0.5% | -2.8% | +2.3% | 0.0% |
| 30D | +24.0% | -13.3% | +37.3% | +26.7% |
| 3M | +16.1% | -12.3% | +28.3% | +17.7% |
| 6M | -11.6% | -31.5% | +19.8% | -7.5% |
| YTD | +21.5% | -36.1% | +57.6% | +28.6% |
| 1Y | +39.2% | -54.1% | +93.3% | +46.7% |
| All | +39.2% | -52.1% | +91.2% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 1y: compounded portfolio wealth divided by compounded BLDR 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…
1y analysis · Full analysis span regression · 6 months rolling