+3,448.7%
AEM vs BNY
+8,070.6%
-4,621.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -3.0% | -2.9% |
| 7D | -5.0% | -1.1% | -4.0% | -5.0% |
| 30D | +8.5% | +1.4% | +7.0% | +8.4% |
| 3M | +29.3% | +16.8% | +12.5% | +28.5% |
| 6M | -12.9% | +42.0% | -54.9% | -14.1% |
| YTD | +16.8% | +41.9% | -25.1% | +15.2% |
| 1Y | +29.8% | +59.2% | -29.4% | +27.5% |
| 3Y | +336.7% | +290.9% | +45.8% | +315.8% |
| 5Y | +299.9% | +259.0% | +40.9% | +280.4% |
| 10Y | +362.2% | +413.0% | -50.8% | +331.6% |
| All | +3,448.7% | +8,070.6% | -4,621.9% | +5,853.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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