+3,594.0%
AEM vs WM
+26,336.4%
-22,742.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | +0.1% | -1.1% |
| 7D | -0.5% | -0.3% | -0.2% | -0.5% |
| 30D | +24.0% | -2.4% | +26.4% | +24.3% |
| 3M | +16.1% | +0.4% | +15.7% | +15.9% |
| 6M | -11.6% | -9.5% | -2.1% | -11.0% |
| YTD | +21.5% | +0.5% | +21.0% | +21.2% |
| 1Y | +39.2% | -1.1% | +40.3% | +38.9% |
| 3Y | +347.4% | +46.0% | +301.4% | +331.4% |
| 5Y | +290.1% | +51.8% | +238.3% | +274.4% |
| 10Y | +357.8% | +307.5% | +50.3% | +304.1% |
| All | +3,594.0% | +26,336.4% | -22,742.4% | +2,562.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling