+1,025.2%
C vs AEM
+3,469.0%
-2,443.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.8% | -2.4% | +2.3% |
| 7D | -0.9% | +17.8% | -18.8% | -1.3% |
| 30D | -5.4% | +6.2% | -11.6% | -5.5% |
| 3M | -9.2% | +12.5% | -21.7% | -9.4% |
| 6M | -1.8% | +4.4% | -6.2% | -2.0% |
| YTD | +6.7% | +19.2% | -12.5% | +6.1% |
| 1Y | +23.5% | +25.5% | -2.0% | +22.7% |
| 3Y | +219.8% | +346.4% | -126.7% | +209.9% |
| 5Y | +112.4% | +305.7% | -193.3% | +105.7% |
| 10Y | +220.1% | +375.9% | -155.8% | +207.3% |
| All | +1,025.2% | +3,469.0% | -2,443.8% | +1,206.2% |
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