+29.1%
AEM vs BLDR
-58.4%
+87.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.9% | +1.0% | -2.1% |
| 7D | -5.0% | -8.1% | +3.1% | -3.5% |
| 30D | +8.5% | -21.5% | +29.9% | +13.0% |
| 3M | +29.3% | -21.0% | +50.2% | +33.6% |
| 6M | -12.9% | -37.1% | +24.1% | -7.3% |
| YTD | +16.8% | -42.7% | +59.5% | +26.0% |
| All | +29.1% | -58.4% | +87.5% | +35.5% |
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