+408.7%
AEM vs IBN
+385.6%
+23.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | 0.0% |
| 7D | -6.8% | +1.9% | -8.7% | -7.0% |
| 30D | +0.8% | +22.1% | -21.3% | -1.0% |
| 3M | -0.8% | +17.1% | -17.9% | -2.3% |
| 6M | -8.5% | +35.5% | -44.1% | -11.0% |
| YTD | +5.9% | +16.8% | -10.9% | +4.2% |
| 1Y | +6.6% | +12.4% | -5.8% | +5.2% |
| 3Y | +302.2% | +58.0% | +244.2% | +287.3% |
| 5Y | +250.8% | +73.7% | +177.1% | +236.5% |
| All | +408.7% | +385.6% | +23.1% | +374.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling