+32.1%
AEM vs WM
+0.6%
+31.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -1.6% |
| 7D | +4.3% | -0.9% | +5.2% | +4.0% |
| 30D | +13.1% | -4.3% | +17.5% | +11.6% |
| 3M | +24.8% | +0.8% | +24.0% | +24.3% |
| 6M | -8.2% | -10.8% | +2.5% | -6.8% |
| YTD | +19.8% | -0.1% | +19.9% | +20.1% |
| 1Y | +32.1% | +1.0% | +31.1% | +33.4% |
| All | +32.1% | +0.6% | +31.5% | +33.4% |
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