+299.9%
AEM vs TD
+122.4%
+177.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.8% | -3.7% | -3.3% |
| 7D | -5.0% | -2.6% | -2.5% | -3.9% |
| 30D | +8.5% | -1.0% | +9.5% | +8.8% |
| 3M | +29.3% | +5.6% | +23.7% | +25.7% |
| 6M | -12.9% | +27.1% | -40.0% | -22.1% |
| YTD | +16.8% | +29.4% | -12.6% | +3.6% |
| 1Y | +29.8% | +60.7% | -30.9% | +5.0% |
| 3Y | +336.7% | +127.6% | +209.1% | +201.9% |
| 5Y | +299.9% | +125.4% | +174.5% | +196.5% |
| All | +299.9% | +122.4% | +177.5% | +196.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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