+297.4%
AEM vs BTG
+77.4%
+220.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.9% | 0.0% | -1.1% |
| 7D | -5.0% | -5.5% | +0.4% | -1.6% |
| 30D | +8.5% | +6.1% | +2.4% | +4.6% |
| 3M | +29.3% | +38.6% | -9.4% | +3.6% |
| 6M | -12.9% | +0.7% | -13.6% | -15.2% |
| YTD | +16.8% | +20.3% | -3.6% | +0.5% |
| 1Y | +29.8% | +25.0% | +4.8% | +7.7% |
| 3Y | +336.7% | +97.3% | +239.4% | +151.5% |
| All | +297.4% | +77.4% | +220.1% | +149.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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