+302.2%
AEM vs TRMB
+34.0%
+268.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | 0.0% |
| 7D | -6.8% | +2.8% | -9.7% | -7.0% |
| 30D | +0.8% | -5.9% | +6.7% | +0.3% |
| 3M | -0.8% | -3.3% | +2.5% | -1.7% |
| 6M | -8.5% | +1.3% | -9.9% | -9.9% |
| YTD | +5.9% | -29.0% | +34.9% | +8.8% |
| 1Y | +6.6% | -27.8% | +34.4% | +9.3% |
| 3Y | +302.2% | +36.3% | +265.9% | +231.2% |
| All | +302.2% | +34.0% | +268.2% | +231.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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