+4,768.9%
AEM vs IBB
+584.7%
+4,184.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.8% | +2.0% | +4.2% |
| 7D | +17.8% | +2.7% | +15.1% | +17.1% |
| 30D | +6.2% | +6.3% | -0.1% | +4.8% |
| 3M | +12.5% | +11.1% | +1.5% | +10.1% |
| 6M | +4.4% | +29.2% | -24.8% | -1.1% |
| YTD | +19.2% | +30.2% | -11.0% | +12.9% |
| 1Y | +25.5% | +39.5% | -14.0% | +17.3% |
| 3Y | +346.4% | +92.3% | +254.1% | +290.5% |
| 5Y | +305.7% | +43.0% | +262.7% | +272.9% |
| 10Y | +375.9% | +137.1% | +238.8% | +294.6% |
| All | +4,768.9% | +584.7% | +4,184.2% | +2,981.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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