+249.0%
AEM vs WU
-43.8%
+292.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.3% | -0.2% |
| 7D | -6.8% | -2.0% | -4.8% | -6.6% |
| 30D | +0.8% | +11.4% | -10.6% | -0.7% |
| 3M | -0.8% | -6.8% | +6.0% | -0.1% |
| 6M | -8.5% | -14.6% | +6.1% | -7.3% |
| YTD | +5.9% | -20.6% | +26.6% | +8.1% |
| 1Y | +6.6% | -15.4% | +22.0% | +7.6% |
| 3Y | +302.2% | -23.6% | +325.8% | +305.9% |
| All | +249.0% | -43.8% | +292.8% | +267.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling