+346.4%
AEM vs ROIV
+351.4%
-4.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +4.6% | +0.2% | +3.8% |
| 7D | +17.8% | +13.3% | +4.5% | +14.6% |
| 30D | +6.2% | +14.8% | -8.5% | +2.9% |
| 3M | +12.5% | +11.9% | +0.6% | +9.1% |
| 6M | +4.4% | +42.4% | -38.0% | -4.7% |
| YTD | +19.2% | +87.4% | -68.2% | +2.5% |
| 1Y | +25.5% | +97.2% | -71.7% | +6.7% |
| 3Y | +346.4% | +375.7% | -29.2% | +225.0% |
| All | +346.4% | +351.4% | -4.9% | +225.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling