+299.9%
AEM vs ZBH
-31.2%
+331.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.3% | -0.6% | -2.5% |
| 7D | -5.0% | -6.6% | +1.5% | -4.0% |
| 30D | +8.5% | -4.9% | +13.4% | +9.3% |
| 3M | +29.3% | +5.1% | +24.2% | +27.9% |
| 6M | -12.9% | +1.3% | -14.3% | -13.3% |
| YTD | +16.8% | +3.4% | +13.4% | +16.0% |
| 1Y | +29.8% | -8.7% | +38.5% | +30.8% |
| 3Y | +336.7% | -21.2% | +357.9% | +352.6% |
| 5Y | +299.9% | -29.2% | +329.1% | +314.8% |
| All | +299.9% | -31.2% | +331.1% | +314.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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