+3,541.8%
AEM vs PNC
+4,053.5%
-511.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.4% |
| 7D | +4.3% | +2.3% | +2.0% | +4.3% |
| 30D | +13.1% | -3.8% | +16.9% | +13.2% |
| 3M | +24.8% | +7.8% | +17.0% | +24.7% |
| 6M | -8.2% | +19.7% | -27.9% | -8.4% |
| YTD | +19.8% | +19.1% | +0.7% | +19.6% |
| 1Y | +32.1% | +23.1% | +8.9% | +31.7% |
| 3Y | +348.2% | +132.1% | +216.1% | +343.8% |
| 5Y | +297.5% | +52.2% | +245.2% | +294.3% |
| 10Y | +343.3% | +271.4% | +71.9% | +336.2% |
| All | +3,541.8% | +4,053.5% | -511.7% | +4,993.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 all: compounded portfolio wealth divided by compounded PNC 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…
all analysis · Full analysis span regression · 6 months rolling