+18.7%
AEM vs WM
+21.9%
-3.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.6% | +8.0% | +10.1% |
| 7D | +0.2% | +5.9% | -5.7% | +1.9% |
| 30D | +0.1% | +15.4% | -15.3% | +4.0% |
| 3M | +22.1% | +6.3% | +15.7% | +23.6% |
| 6M | +2.4% | +5.6% | -3.2% | +5.2% |
| YTD | +8.9% | +9.9% | -1.0% | +12.0% |
| 1Y | +18.7% | +20.8% | -2.1% | +25.2% |
| All | +18.7% | +21.9% | -3.2% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling