+3,178.7%
AEM vs ZBH
+272.6%
+2,906.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.9% | +2.5% | -0.7% |
| 7D | +4.3% | -5.2% | +9.5% | +5.3% |
| 30D | +13.1% | -2.4% | +15.5% | +13.5% |
| 3M | +24.8% | +8.3% | +16.5% | +22.8% |
| 6M | -8.2% | +0.7% | -8.9% | -8.7% |
| YTD | +19.8% | +5.3% | +14.5% | +18.3% |
| 1Y | +32.1% | -9.1% | +41.1% | +33.1% |
| 3Y | +348.2% | -19.7% | +367.9% | +357.4% |
| 5Y | +297.5% | -31.3% | +328.8% | +312.9% |
| 10Y | +343.3% | -18.9% | +362.2% | +328.3% |
| All | +3,178.7% | +272.6% | +2,906.1% | +3,271.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling