+297.4%
AEM vs TRI
-11.5%
+309.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.6% | -2.8% |
| 7D | -5.0% | -14.4% | +9.3% | -3.9% |
| 30D | +8.5% | -8.1% | +16.6% | +9.1% |
| 3M | +29.3% | +17.5% | +11.7% | +26.0% |
| 6M | -12.9% | -5.0% | -8.0% | -12.4% |
| YTD | +16.8% | -24.7% | +41.5% | +24.4% |
| 1Y | +29.8% | -41.5% | +71.3% | +48.8% |
| 3Y | +336.7% | -20.3% | +357.1% | +348.8% |
| All | +297.4% | -11.5% | +309.0% | +282.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling