+39.2%
AEM vs MDY
+17.9%
+21.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.3% |
| 7D | -0.5% | +0.1% | -0.7% | -0.6% |
| 30D | +24.0% | -1.5% | +25.5% | +26.4% |
| 3M | +16.1% | +0.8% | +15.3% | +15.0% |
| 6M | -11.6% | +7.4% | -19.0% | -18.4% |
| YTD | +21.5% | +15.2% | +6.4% | +5.7% |
| 1Y | +39.2% | +16.5% | +22.6% | +19.7% |
| All | +39.2% | +17.9% | +21.3% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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