+302.2%
AEM vs DAR
+33.7%
+268.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | 0.0% |
| 7D | -6.8% | +11.6% | -18.4% | -7.5% |
| 30D | +0.8% | -10.2% | +11.1% | +1.5% |
| 3M | -0.8% | -14.8% | +14.0% | 0.0% |
| 6M | -8.5% | -10.1% | +1.6% | -8.2% |
| YTD | +5.9% | +55.5% | -49.6% | +0.6% |
| 1Y | +6.6% | +61.7% | -55.1% | +0.9% |
| 3Y | +302.2% | +37.2% | +265.0% | +302.9% |
| All | +302.2% | +33.7% | +268.5% | +302.9% |
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