+18.7%
AEM vs FND
-10.3%
+29.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +10.9% | -1.3% | +6.4% |
| 7D | +0.2% | +12.3% | -12.1% | -3.1% |
| 30D | +0.1% | +14.7% | -14.7% | -3.9% |
| 3M | +22.1% | -12.0% | +34.1% | +25.3% |
| 6M | +2.4% | +10.8% | -8.3% | -2.3% |
| YTD | +8.9% | -12.3% | +21.2% | +8.8% |
| 1Y | +18.7% | -13.4% | +32.1% | +19.1% |
| All | +18.7% | -10.3% | +29.0% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling