+355.1%
AEM vs WEC
+146.6%
+208.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | -2.1% | -0.6% | -1.6% | -2.0% |
| 30D | +8.4% | -2.6% | +11.1% | +9.2% |
| 3M | +27.3% | -6.0% | +33.3% | +29.5% |
| 6M | -9.7% | -5.4% | -4.2% | -8.4% |
| YTD | +19.0% | +2.5% | +16.5% | +17.4% |
| 1Y | +31.5% | -0.7% | +32.2% | +31.0% |
| 3Y | +338.7% | +38.7% | +300.0% | +288.7% |
| 5Y | +307.4% | +31.7% | +275.8% | +266.9% |
| All | +355.1% | +146.6% | +208.5% | +195.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling