+3,873.6%
AEM vs IBN
+1,760.3%
+2,113.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | 0.0% |
| 7D | -6.8% | +1.9% | -8.7% | -7.1% |
| 30D | +0.8% | +22.1% | -21.3% | -1.8% |
| 3M | -0.8% | +17.1% | -17.9% | -2.9% |
| 6M | -8.5% | +35.5% | -44.1% | -12.1% |
| YTD | +5.9% | +16.8% | -10.9% | +3.7% |
| 1Y | +6.6% | +12.4% | -5.8% | +4.9% |
| 3Y | +302.2% | +58.0% | +244.2% | +277.3% |
| 5Y | +250.8% | +73.7% | +177.1% | +223.1% |
| 10Y | +406.1% | +385.6% | +20.5% | +289.3% |
| All | +3,873.6% | +1,760.3% | +2,113.2% | +2,578.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling