+390.1%
AEM vs MSCI
+789.3%
-399.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.6% | -6.8% | -5.4% |
| 7D | +13.9% | +2.7% | +11.2% | +13.4% |
| 30D | +0.8% | +16.2% | -15.5% | -1.7% |
| 3M | +5.8% | +17.1% | -11.3% | +3.1% |
| 6M | -1.0% | +13.0% | -14.0% | -3.3% |
| YTD | +13.1% | +15.8% | -2.7% | +9.5% |
| 1Y | +14.4% | +15.5% | -1.1% | +10.8% |
| 3Y | +325.7% | +32.3% | +293.4% | +295.6% |
| 5Y | +273.7% | +8.2% | +265.6% | +250.6% |
| 10Y | +390.1% | +800.7% | -410.6% | +206.5% |
| All | +390.1% | +789.3% | -399.2% | +206.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling