+668.0%
BE vs AEM
+370.2%
+297.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -4.9% |
| 7D | +10.8% | -6.8% | +17.7% | +14.7% |
| 30D | -19.8% | +0.8% | -20.6% | -20.7% |
| 3M | -18.7% | -0.8% | -17.9% | -19.3% |
| 6M | -33.7% | -8.5% | -25.2% | -31.6% |
| YTD | +121.0% | +5.9% | +115.0% | +112.6% |
| 1Y | +85.4% | +6.6% | +78.8% | +79.2% |
| 3Y | +1,709.5% | +302.2% | +1,407.3% | +884.5% |
| 5Y | +462.2% | +250.8% | +211.4% | +211.0% |
| All | +668.0% | +370.2% | +297.7% | +386.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling