+299.9%
AEM vs INDA
+4.5%
+295.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.8% | -2.2% |
| 7D | -5.0% | -3.6% | -1.4% | -2.9% |
| 30D | +8.5% | -4.0% | +12.4% | +11.1% |
| 3M | +29.3% | +1.7% | +27.6% | +28.2% |
| 6M | -12.9% | -3.6% | -9.3% | -10.9% |
| YTD | +16.8% | -11.0% | +27.8% | +23.9% |
| 1Y | +29.8% | -9.5% | +39.3% | +36.7% |
| 3Y | +336.7% | +7.6% | +329.1% | +318.7% |
| 5Y | +299.9% | +4.8% | +295.2% | +280.5% |
| All | +299.9% | +4.5% | +295.5% | +280.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling