+249.0%
AEM vs WWD
+187.3%
+61.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | -6.8% | +4.0% | -10.8% | -7.8% |
| 30D | +0.8% | +0.4% | +0.4% | +0.5% |
| 3M | -0.8% | -7.9% | +7.1% | +1.0% |
| 6M | -8.5% | -10.6% | +2.1% | -6.3% |
| YTD | +5.9% | +9.4% | -3.4% | +3.5% |
| 1Y | +6.6% | +25.7% | -19.1% | +0.8% |
| 3Y | +302.2% | +148.5% | +153.7% | +216.4% |
| All | +249.0% | +187.3% | +61.7% | +145.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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