+299.9%
AEM vs QID
-80.2%
+380.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.3% | -5.2% | -2.5% |
| 7D | -5.0% | +2.7% | -7.8% | -4.6% |
| 30D | +8.5% | +3.3% | +5.1% | +9.2% |
| 3M | +29.3% | -5.5% | +34.8% | +28.9% |
| 6M | -12.9% | -28.4% | +15.5% | -16.2% |
| YTD | +16.8% | -26.6% | +43.3% | +13.0% |
| 1Y | +29.8% | -34.1% | +64.0% | +24.2% |
| 3Y | +336.7% | -73.7% | +410.4% | +277.5% |
| 5Y | +299.9% | -80.7% | +380.6% | +213.3% |
| All | +299.9% | -80.2% | +380.1% | +213.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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