+55.3%
BE vs AEM
+17.3%
+38.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +9.7% | -16.0% | -13.5% |
| 7D | -12.1% | +0.2% | -12.3% | -12.8% |
| 30D | -30.1% | +0.1% | -30.2% | -30.4% |
| 3M | -12.1% | +22.1% | -34.2% | -28.3% |
| 6M | -30.6% | +2.4% | -33.0% | -34.4% |
| YTD | +130.6% | +8.9% | +121.7% | +60.3% |
| 1Y | +55.3% | +18.7% | +36.6% | -12.8% |
| All | +55.3% | +17.3% | +38.0% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 1y: compounded portfolio wealth divided by compounded AEM 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…
1y analysis · Full analysis span regression · 6 months rolling