+18.7%
AEM vs IWD
+33.0%
-14.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +2.6% | +7.1% | +4.4% |
| 7D | +0.2% | +2.5% | -2.4% | -4.5% |
| 30D | +0.1% | +6.0% | -5.9% | -10.3% |
| 3M | +22.1% | +3.8% | +18.3% | +13.9% |
| 6M | +2.4% | +16.3% | -13.9% | -22.9% |
| YTD | +8.9% | +27.5% | -18.6% | -29.2% |
| 1Y | +18.7% | +32.8% | -14.1% | -28.0% |
| All | +18.7% | +33.0% | -14.3% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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