+348.2%
AEM vs DAR
+14.9%
+333.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.9% | -4.4% | -1.6% |
| 7D | +4.3% | -0.9% | +5.2% | +4.4% |
| 30D | +13.1% | +13.0% | +0.2% | +11.8% |
| 3M | +24.8% | +15.0% | +9.8% | +23.0% |
| 6M | -8.2% | +26.8% | -35.1% | -10.7% |
| YTD | +19.8% | +86.4% | -66.6% | +12.1% |
| 1Y | +32.1% | +115.1% | -83.0% | +21.9% |
| 3Y | +348.2% | +14.6% | +333.6% | +346.8% |
| All | +348.2% | +14.9% | +333.3% | +346.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 3y: compounded portfolio wealth divided by compounded DAR 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…
3y analysis · Full analysis span regression · 6 months rolling