+39.2%
AEM vs INDA
-5.0%
+44.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.1% | -1.1% |
| 7D | -0.5% | +0.7% | -1.2% | -1.2% |
| 30D | +24.0% | -0.8% | +24.8% | +25.0% |
| 3M | +16.1% | +3.9% | +12.2% | +12.1% |
| 6M | -11.6% | -0.7% | -10.9% | -13.0% |
| YTD | +21.5% | -7.7% | +29.2% | +23.5% |
| 1Y | +39.2% | -5.1% | +44.3% | +38.6% |
| All | +39.2% | -5.0% | +44.2% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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