+29.1%
AEM vs GRMN
+16.5%
+12.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -5.0% | -1.8% | -3.2% | -4.5% |
| 30D | +8.5% | -12.1% | +20.5% | +12.8% |
| 3M | +29.3% | +18.0% | +11.3% | +20.2% |
| 6M | -12.9% | +13.7% | -26.6% | -17.4% |
| YTD | +16.8% | +35.3% | -18.5% | +5.7% |
| All | +29.1% | +16.5% | +12.5% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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