+5,975.1%
TGT vs AEM
+3,500.5%
+2,474.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.4% | -3.6% | -3.2% |
| 7D | -3.6% | +3.0% | -6.6% | -3.6% |
| 30D | +4.4% | +12.5% | -8.1% | +4.2% |
| 3M | +25.4% | +26.9% | -1.6% | +24.8% |
| 6M | +33.4% | -9.4% | +42.8% | +33.5% |
| YTD | +65.6% | +20.3% | +45.3% | +64.8% |
| 1Y | +80.3% | +33.8% | +46.5% | +79.0% |
| 3Y | +42.1% | +349.8% | -307.7% | +37.7% |
| 5Y | -25.0% | +301.0% | -326.0% | -27.4% |
| 10Y | +208.2% | +376.1% | -167.9% | +197.1% |
| All | +5,975.1% | +3,500.5% | +2,474.6% | +6,173.7% |
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