+2,184.7%
AEM vs WWD
+15,025.1%
-12,840.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.8% | +0.4% |
| 7D | +3.0% | +0.6% | +2.4% | +2.9% |
| 30D | +12.5% | -5.1% | +17.6% | +13.3% |
| 3M | +26.9% | -11.2% | +38.2% | +28.9% |
| 6M | -9.4% | -12.0% | +2.6% | -7.9% |
| YTD | +20.3% | +12.0% | +8.3% | +18.2% |
| 1Y | +33.8% | +42.8% | -9.0% | +26.9% |
| 3Y | +349.8% | +168.9% | +180.9% | +287.7% |
| 5Y | +301.0% | +192.2% | +108.8% | +238.5% |
| 10Y | +376.1% | +495.3% | -119.2% | +246.5% |
| All | +2,184.7% | +15,025.1% | -12,840.4% | +1,204.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling