+3,311.2%
AEM vs GD
+20,112.4%
-16,801.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.3% | +5.4% | +3.3% |
| 7D | +7.5% | -3.9% | +11.4% | +7.9% |
| 30D | +1.6% | +8.1% | -6.4% | +0.6% |
| 3M | +14.5% | -6.8% | +21.3% | +15.3% |
| 6M | +6.6% | +3.0% | +3.6% | +6.1% |
| YTD | +12.2% | +7.8% | +4.5% | +11.0% |
| 1Y | +19.4% | +5.8% | +13.6% | +18.4% |
| 3Y | +302.1% | +55.3% | +246.8% | +281.0% |
| 5Y | +295.7% | +96.7% | +199.0% | +265.4% |
| 10Y | +338.2% | +195.4% | +142.8% | +281.7% |
| All | +3,311.2% | +20,112.4% | -16,801.1% | +3,471.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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