+3,007.7%
AEM vs WTW
+1,101.3%
+1,906.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.4% | -3.0% |
| 7D | -5.0% | -7.8% | +2.7% | -3.7% |
| 30D | +8.5% | -7.9% | +16.3% | +10.1% |
| 3M | +29.3% | +19.9% | +9.3% | +24.9% |
| 6M | -12.9% | +9.8% | -22.7% | -14.9% |
| YTD | +16.8% | -3.3% | +20.1% | +16.4% |
| 1Y | +29.8% | -3.3% | +33.1% | +29.3% |
| 3Y | +336.7% | +61.5% | +275.2% | +290.2% |
| 5Y | +299.9% | +42.6% | +257.4% | +263.3% |
| 10Y | +362.2% | +197.1% | +165.2% | +251.2% |
| All | +3,007.7% | +1,101.3% | +1,906.5% | +1,782.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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