+33.8%
AEM vs BUD
+33.8%
0.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +0.9% |
| 7D | +3.0% | -1.3% | +4.3% | +3.3% |
| 30D | +12.5% | -6.1% | +18.6% | +14.1% |
| 3M | +26.9% | -3.8% | +30.7% | +27.6% |
| 6M | -9.4% | +8.2% | -17.6% | -14.1% |
| YTD | +20.3% | +23.6% | -3.3% | +16.3% |
| 1Y | +33.8% | +33.4% | +0.4% | +30.5% |
| All | +33.8% | +33.8% | 0.0% | +30.5% |
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