+2,064.4%
AEM vs BLDR
+389.5%
+1,674.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.9% | +3.5% | -1.0% |
| 7D | +4.3% | -0.3% | +4.7% | +4.4% |
| 30D | +13.1% | -16.2% | +29.3% | +14.7% |
| 3M | +24.8% | -14.4% | +39.2% | +26.0% |
| 6M | -8.2% | -32.8% | +24.6% | -5.7% |
| YTD | +19.8% | -39.2% | +59.0% | +24.0% |
| 1Y | +32.1% | -57.7% | +89.7% | +40.2% |
| 3Y | +348.2% | -55.3% | +403.5% | +366.7% |
| 5Y | +297.5% | +15.6% | +281.9% | +279.5% |
| 10Y | +343.3% | +359.8% | -16.5% | +267.2% |
| All | +2,064.4% | +389.5% | +1,674.8% | +1,588.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling