+20.6%
AEM vs WM
+20.0%
+0.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.1% | +4.7% | +4.9% |
| 7D | +17.8% | -0.5% | +18.3% | +17.6% |
| 30D | +6.2% | +13.3% | -7.1% | +9.8% |
| 3M | +12.5% | +4.4% | +8.2% | +13.3% |
| 6M | +4.4% | +10.8% | -6.4% | +6.2% |
| YTD | +19.2% | +9.1% | +10.1% | +21.9% |
| All | +20.6% | +20.0% | +0.7% | +23.7% |
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