+376.1%
AEM vs MSCI
+615.8%
-239.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.3% |
| 7D | +3.0% | -1.1% | +4.1% | +3.2% |
| 30D | +12.5% | -1.2% | +13.7% | +12.7% |
| 3M | +26.9% | -8.4% | +35.3% | +28.3% |
| 6M | -9.4% | -1.0% | -8.4% | -9.8% |
| YTD | +20.3% | -2.3% | +22.5% | +19.7% |
| 1Y | +33.8% | -1.2% | +35.0% | +32.6% |
| 3Y | +349.8% | +7.9% | +341.9% | +331.9% |
| 5Y | +301.0% | -10.1% | +311.1% | +287.0% |
| 10Y | +376.1% | +631.0% | -254.9% | +206.3% |
| All | +376.1% | +615.8% | -239.7% | +206.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MSCI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling