+4.0%
AEM vs IRE
-97.7%
+101.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -13.5% | +9.5% | -3.1% |
| 7D | -5.6% | +11.1% | -16.7% | -6.9% |
| 30D | -3.9% | -75.2% | +71.3% | +4.3% |
| 3M | -3.4% | -86.4% | +82.9% | +8.7% |
| 6M | -9.0% | -94.8% | +85.8% | +5.7% |
| YTD | +5.9% | -93.3% | +99.2% | +13.7% |
| 1Y | +4.0% | -97.5% | +101.5% | +18.6% |
| All | +4.0% | -97.7% | +101.7% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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