+998.2%
C vs AEM
+3,304.9%
-2,306.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.5% |
| 7D | -2.4% | +15.8% | -18.2% | -2.7% |
| 30D | -6.0% | +6.2% | -12.2% | -6.1% |
| 3M | -10.5% | +14.3% | -24.9% | -10.9% |
| 6M | -5.7% | +1.4% | -7.1% | -5.9% |
| YTD | +4.1% | +13.7% | -9.6% | +3.7% |
| 1Y | +20.5% | +21.3% | -0.8% | +19.8% |
| 3Y | +208.1% | +309.9% | -101.8% | +199.0% |
| 5Y | +110.4% | +301.0% | -190.5% | +103.9% |
| 10Y | +234.6% | +344.0% | -109.4% | +221.7% |
| All | +998.2% | +3,304.9% | -2,306.7% | +1,176.2% |
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