+302.2%
AEM vs MLM
+15.7%
+286.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.3% |
| 7D | -6.8% | -0.9% | -6.0% | -6.5% |
| 30D | +0.8% | +9.0% | -8.2% | -2.4% |
| 3M | -0.8% | -5.6% | +4.7% | +0.8% |
| 6M | -8.5% | -10.7% | +2.2% | -5.6% |
| YTD | +5.9% | -17.2% | +23.1% | +11.6% |
| 1Y | +6.6% | -14.2% | +20.8% | +11.5% |
| 3Y | +302.2% | +15.6% | +286.6% | +262.7% |
| All | +302.2% | +15.7% | +286.5% | +262.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling