+356.7%
AEM vs DOC
+14.9%
+341.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.1% |
| 7D | +7.5% | +6.2% | +1.2% | +6.2% |
| 30D | +1.6% | +6.5% | -4.8% | +0.3% |
| 3M | +14.5% | -6.2% | +20.8% | +16.0% |
| 6M | +6.6% | +25.6% | -19.0% | +1.3% |
| YTD | +12.2% | +32.1% | -19.8% | +5.5% |
| 1Y | +19.4% | +20.3% | -0.8% | +14.3% |
| 3Y | +302.1% | +42.7% | +259.3% | +271.5% |
| 5Y | +295.7% | -22.2% | +317.9% | +297.4% |
| All | +356.7% | +14.9% | +341.8% | +341.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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