+348.2%
AEM vs S
+13.8%
+334.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -1.3% |
| 7D | +4.3% | -5.8% | +10.1% | +4.6% |
| 30D | +13.1% | -9.2% | +22.3% | +13.4% |
| 3M | +24.8% | +23.4% | +1.4% | +23.0% |
| 6M | -8.2% | +36.9% | -45.2% | -10.3% |
| YTD | +19.8% | +29.5% | -9.7% | +17.4% |
| 1Y | +32.1% | +5.4% | +26.6% | +31.2% |
| 3Y | +348.2% | +14.7% | +333.5% | +337.8% |
| All | +348.2% | +13.8% | +334.4% | +337.8% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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