+355.1%
AEM vs MDY
+177.2%
+177.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.6% |
| 7D | -2.1% | -1.9% | -0.3% | -1.5% |
| 30D | +8.4% | -4.6% | +13.1% | +10.1% |
| 3M | +27.3% | -1.2% | +28.5% | +27.9% |
| 6M | -9.7% | +9.2% | -18.9% | -11.7% |
| YTD | +19.0% | +13.1% | +5.9% | +15.2% |
| 1Y | +31.5% | +13.0% | +18.5% | +27.4% |
| 3Y | +338.7% | +49.2% | +289.5% | +292.1% |
| 5Y | +307.4% | +47.2% | +260.2% | +261.4% |
| All | +355.1% | +177.2% | +177.9% | +250.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling