+299.9%
AEM vs PFG
+108.9%
+191.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.8% | -3.7% | -3.0% |
| 7D | -5.0% | -3.0% | -2.0% | -4.6% |
| 30D | +8.5% | +2.5% | +6.0% | +8.0% |
| 3M | +29.3% | +6.1% | +23.2% | +27.9% |
| 6M | -12.9% | +31.3% | -44.2% | -16.8% |
| YTD | +16.8% | +33.6% | -16.8% | +11.2% |
| 1Y | +29.8% | +48.5% | -18.7% | +21.7% |
| 3Y | +336.7% | +69.6% | +267.1% | +295.2% |
| 5Y | +299.9% | +111.5% | +188.5% | +262.2% |
| All | +299.9% | +108.9% | +191.0% | +262.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 5y: compounded portfolio wealth divided by compounded PFG 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…
5y analysis · Full analysis span regression · 6 months rolling