+338.7%
AEM vs TRI
-18.9%
+357.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | +1.8% |
| 7D | -2.1% | -7.9% | +5.7% | -2.0% |
| 30D | +8.4% | -4.5% | +12.9% | +8.6% |
| 3M | +27.3% | +22.1% | +5.2% | +25.4% |
| 6M | -9.7% | -2.8% | -6.9% | -8.7% |
| YTD | +19.0% | -23.4% | +42.4% | +27.5% |
| 1Y | +31.5% | -41.5% | +73.0% | +52.3% |
| 3Y | +338.7% | -19.2% | +357.9% | +370.2% |
| All | +338.7% | -18.9% | +357.6% | +370.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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