+453.5%
AEM vs FND
+58.4%
+395.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.6% | +3.2% | -1.0% |
| 7D | +4.3% | +0.4% | +4.0% | +4.3% |
| 30D | +13.1% | -23.6% | +36.7% | +16.0% |
| 3M | +24.8% | +4.3% | +20.5% | +23.9% |
| 6M | -8.2% | -20.3% | +12.0% | -6.7% |
| YTD | +19.8% | -21.3% | +41.1% | +21.8% |
| 1Y | +32.1% | -45.4% | +77.4% | +38.1% |
| 3Y | +348.2% | -48.9% | +397.1% | +365.8% |
| 5Y | +297.5% | -61.0% | +358.5% | +311.8% |
| All | +453.5% | +58.4% | +395.1% | +452.3% |
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