+34,456.9%
LOW vs AEM
+3,500.5%
+30,956.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.1% |
| 7D | -0.6% | +3.0% | -3.6% | -0.7% |
| 30D | -9.3% | +12.5% | -21.8% | -9.6% |
| 3M | -8.1% | +26.9% | -35.0% | -8.7% |
| 6M | -19.8% | -9.4% | -10.3% | -19.7% |
| YTD | -16.4% | +20.3% | -36.6% | -16.9% |
| 1Y | -24.7% | +33.8% | -58.4% | -25.4% |
| 3Y | -8.8% | +349.8% | -358.6% | -12.4% |
| 5Y | +7.8% | +301.0% | -293.2% | +3.5% |
| 10Y | +233.8% | +376.1% | -142.2% | +218.7% |
| All | +34,456.9% | +3,500.5% | +30,956.5% | +33,336.4% |
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