+3,555.0%
AEM vs WY
+673.4%
+2,881.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.4% |
| 7D | +3.0% | -1.7% | +4.7% | +3.3% |
| 30D | +12.5% | -9.9% | +22.3% | +14.2% |
| 3M | +26.9% | -7.5% | +34.5% | +28.2% |
| 6M | -9.4% | -5.1% | -4.3% | -8.9% |
| YTD | +20.3% | -2.1% | +22.4% | +20.4% |
| 1Y | +33.8% | -7.3% | +41.1% | +34.7% |
| 3Y | +349.8% | -22.6% | +372.5% | +362.0% |
| 5Y | +301.0% | -19.8% | +320.8% | +307.5% |
| 10Y | +376.1% | +9.6% | +366.5% | +345.8% |
| All | +3,555.0% | +673.4% | +2,881.6% | +4,063.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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