+375.9%
AEM vs WM
+337.2%
+38.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.1% | +4.7% | +4.8% |
| 7D | +17.8% | -0.5% | +18.3% | +17.9% |
| 30D | +6.2% | +13.3% | -7.1% | +3.7% |
| 3M | +12.5% | +4.4% | +8.2% | +11.5% |
| 6M | +4.4% | +10.8% | -6.4% | +1.7% |
| YTD | +19.2% | +9.1% | +10.1% | +16.4% |
| 1Y | +25.5% | +19.1% | +6.4% | +20.0% |
| 3Y | +346.4% | +45.7% | +300.8% | +310.8% |
| 5Y | +305.7% | +60.4% | +245.2% | +265.3% |
| 10Y | +375.9% | +328.7% | +47.2% | +286.3% |
| All | +375.9% | +337.2% | +38.7% | +286.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling