+297.5%
AEM vs TPR
+230.0%
+67.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.7% | +2.3% | -0.9% |
| 7D | +4.3% | -3.4% | +7.7% | +4.8% |
| 30D | +13.1% | -27.3% | +40.4% | +17.8% |
| 3M | +24.8% | -16.2% | +41.0% | +27.5% |
| 6M | -8.2% | -17.9% | +9.6% | -6.1% |
| YTD | +19.8% | -7.1% | +26.9% | +21.0% |
| 1Y | +32.1% | +13.6% | +18.4% | +30.5% |
| 3Y | +348.2% | +293.7% | +54.4% | +284.0% |
| 5Y | +297.5% | +239.1% | +58.4% | +228.8% |
| All | +297.5% | +230.0% | +67.5% | +228.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TPR 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling