+330.6%
AEM vs BTDR
+0.6%
+330.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.5% | +3.6% | -2.6% |
| 7D | -5.0% | -3.2% | -1.9% | -4.9% |
| 30D | +8.5% | +32.7% | -24.2% | +6.9% |
| 3M | +29.3% | -28.4% | +57.7% | +30.3% |
| 6M | -12.9% | +51.7% | -64.6% | -14.5% |
| YTD | +16.8% | +2.9% | +13.9% | +15.6% |
| 1Y | +29.8% | -15.5% | +45.3% | +28.9% |
| All | +330.6% | +0.6% | +330.0% | +300.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 3y: compounded portfolio wealth divided by compounded BTDR 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…
3y analysis · Full analysis span regression · 6 months rolling