+304.9%
AEM vs BTDR
+20.7%
+284.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.7% | -1.9% | +1.7% |
| 7D | -2.1% | -3.4% | +1.3% | -2.0% |
| 30D | +8.4% | +32.6% | -24.2% | +7.1% |
| 3M | +27.3% | -32.2% | +59.5% | +28.4% |
| 6M | -9.7% | +52.4% | -62.0% | -11.2% |
| YTD | +19.0% | +6.7% | +12.3% | +17.7% |
| 1Y | +31.5% | -15.2% | +46.7% | +30.5% |
| 3Y | +338.7% | +14.9% | +323.8% | +322.2% |
| All | +304.9% | +20.7% | +284.2% | +288.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling