+408.7%
AEM vs BUD
-2.1%
+410.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.2% |
| 7D | -6.8% | +1.0% | -7.9% | -7.0% |
| 30D | +0.8% | +6.7% | -5.9% | -0.4% |
| 3M | -0.8% | +5.7% | -6.5% | -1.9% |
| 6M | -8.5% | +5.8% | -14.3% | -9.8% |
| YTD | +5.9% | +34.4% | -28.5% | +0.1% |
| 1Y | +6.6% | +33.3% | -26.7% | +0.8% |
| 3Y | +302.2% | +48.8% | +253.4% | +272.4% |
| 5Y | +250.8% | +52.5% | +198.3% | +219.9% |
| All | +408.7% | -2.1% | +410.8% | +359.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling