+297.5%
AEM vs BUD
+45.2%
+252.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.2% |
| 7D | +4.3% | +0.8% | +3.6% | +4.1% |
| 30D | +13.1% | -4.8% | +17.9% | +14.7% |
| 3M | +24.8% | +1.4% | +23.4% | +23.8% |
| 6M | -8.2% | +9.9% | -18.1% | -11.5% |
| YTD | +19.8% | +26.3% | -6.5% | +10.8% |
| 1Y | +32.1% | +36.1% | -4.1% | +19.0% |
| 3Y | +348.2% | +48.6% | +299.6% | +292.0% |
| 5Y | +297.5% | +45.0% | +252.5% | +227.4% |
| All | +297.5% | +45.2% | +252.3% | +227.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling