+18.7%
AEM vs BUD
+38.4%
-19.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +3.1% | +6.6% | +8.7% |
| 7D | +0.2% | +3.3% | -3.1% | -0.7% |
| 30D | +0.1% | +11.8% | -11.8% | -3.3% |
| 3M | +22.1% | -1.1% | +23.2% | +22.0% |
| 6M | +2.4% | +14.9% | -12.5% | -5.0% |
| YTD | +8.9% | +32.6% | -23.7% | 0.0% |
| 1Y | +18.7% | +37.2% | -18.5% | +8.8% |
| All | +18.7% | +38.4% | -19.7% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling