+179.9%
INTC vs AEM
+344.0%
-164.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.6% |
| 7D | +18.0% | +3.0% | +15.0% | +17.0% |
| 30D | +8.9% | +12.5% | -3.5% | +4.9% |
| 3M | -1.6% | +26.9% | -28.5% | -9.0% |
| 6M | +133.1% | -9.4% | +142.5% | +132.9% |
| YTD | +187.9% | +20.3% | +167.6% | +170.7% |
| 1Y | +334.7% | +33.8% | +300.9% | +297.6% |
| All | +179.9% | +344.0% | -164.1% | +78.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling