+389.4%
AEM vs FND
+57.9%
+331.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.3% |
| 7D | -6.8% | -6.8% | 0.0% | -6.1% |
| 30D | +0.8% | +8.0% | -7.2% | 0.0% |
| 3M | -0.8% | -18.9% | +18.1% | +1.1% |
| 6M | -8.5% | +4.7% | -13.2% | -9.2% |
| YTD | +5.9% | -21.6% | +27.5% | +7.8% |
| 1Y | +6.6% | -22.0% | +28.6% | +8.4% |
| 3Y | +302.2% | -40.4% | +342.6% | +313.0% |
| 5Y | +250.8% | -63.8% | +314.6% | +265.8% |
| All | +389.4% | +57.9% | +331.5% | +388.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling