+20.6%
AEM vs MSCI
+12.7%
+7.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.8% | +4.0% | +4.8% |
| 7D | +17.8% | +1.5% | +16.4% | +17.8% |
| 30D | +6.2% | +14.4% | -8.2% | +6.5% |
| 3M | +12.5% | +15.2% | -2.7% | +12.9% |
| 6M | +4.4% | +11.2% | -6.8% | +4.3% |
| YTD | +19.2% | +13.9% | +5.3% | +14.4% |
| All | +20.6% | +12.7% | +7.9% | +13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling