+607.7%
AEM vs BND
+76.2%
+531.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.6% |
| 7D | +3.0% | -0.1% | +3.1% | +3.2% |
| 30D | +12.5% | -0.2% | +12.7% | +12.9% |
| 3M | +26.9% | -0.7% | +27.6% | +28.2% |
| 6M | -9.4% | -1.7% | -7.8% | -7.1% |
| YTD | +20.3% | -0.5% | +20.8% | +21.6% |
| 1Y | +33.8% | +0.4% | +33.4% | +33.8% |
| 3Y | +349.8% | +13.1% | +336.7% | +288.5% |
| 5Y | +301.0% | -2.1% | +303.1% | +306.1% |
| 10Y | +376.1% | +15.7% | +360.4% | +306.8% |
| All | +607.7% | +76.2% | +531.5% | +497.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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