+390.1%
AEM vs MLM
+149.0%
+241.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.5% | -4.6% | -5.1% |
| 7D | +13.9% | -2.9% | +16.7% | +14.3% |
| 30D | +0.8% | +10.4% | -9.7% | -0.9% |
| 3M | +5.8% | -3.7% | +9.5% | +6.3% |
| 6M | -1.0% | -10.3% | +9.3% | +0.4% |
| YTD | +13.1% | -14.8% | +27.9% | +15.5% |
| 1Y | +14.4% | -13.9% | +28.3% | +16.7% |
| 3Y | +325.7% | +18.4% | +307.3% | +316.0% |
| 5Y | +273.7% | +31.8% | +241.9% | +256.5% |
| 10Y | +390.1% | +143.4% | +246.7% | +316.4% |
| All | +390.1% | +149.0% | +241.1% | +316.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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