+362.7%
AEM vs DOC
+15.7%
+347.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.2% |
| 7D | +15.8% | +6.5% | +9.4% | +14.4% |
| 30D | +6.2% | +9.2% | -3.0% | +4.2% |
| 3M | +14.3% | -2.5% | +16.8% | +14.9% |
| 6M | +1.4% | +7.1% | -5.7% | -0.3% |
| YTD | +13.7% | +33.0% | -19.3% | +6.8% |
| 1Y | +21.3% | +23.3% | -1.9% | +15.6% |
| 3Y | +309.9% | +44.9% | +265.0% | +277.7% |
| 5Y | +301.0% | -21.6% | +322.6% | +302.1% |
| All | +362.7% | +15.7% | +347.0% | +346.5% |
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