+304.9%
AEM vs WCN
+24.9%
+279.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | -2.1% | -3.1% | +1.0% | -1.2% |
| 30D | +8.4% | -3.4% | +11.8% | +9.7% |
| 3M | +27.3% | +3.0% | +24.3% | +25.2% |
| 6M | -9.7% | -3.8% | -5.9% | -9.1% |
| YTD | +19.0% | -8.3% | +27.3% | +22.0% |
| 1Y | +31.5% | -9.7% | +41.2% | +35.6% |
| 3Y | +338.7% | +17.2% | +321.5% | +316.0% |
| All | +304.9% | +24.9% | +279.9% | +273.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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