+249.0%
AEM vs QID
-76.9%
+325.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | +0.5% |
| 7D | -6.8% | -7.1% | +0.3% | -8.1% |
| 30D | +0.8% | +12.6% | -11.8% | +3.7% |
| 3M | -0.8% | +14.2% | -15.1% | +2.6% |
| 6M | -8.5% | +6.2% | -14.7% | -5.7% |
| YTD | +5.9% | -21.8% | +27.7% | +4.5% |
| 1Y | +6.6% | -23.1% | +29.7% | +5.0% |
| 3Y | +302.2% | -71.3% | +373.5% | +253.1% |
| All | +249.0% | -76.9% | +325.8% | +178.3% |
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