+309.9%
AEM vs IWD
+78.7%
+231.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.6% |
| 7D | +15.8% | -0.5% | +16.3% | +16.3% |
| 30D | +6.2% | +2.7% | +3.5% | +3.8% |
| 3M | +14.3% | +0.9% | +13.5% | +13.6% |
| 6M | +1.4% | +10.5% | -9.1% | -6.1% |
| YTD | +13.7% | +23.7% | -10.0% | -2.0% |
| 1Y | +21.3% | +28.7% | -7.4% | +2.3% |
| 3Y | +309.9% | +79.7% | +230.2% | +139.3% |
| All | +309.9% | +78.7% | +231.2% | +139.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling