+3,319.5%
V vs AEM
+243.7%
+3,075.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.1% | +5.5% | +0.7% |
| 7D | +0.8% | +13.9% | -13.1% | -0.1% |
| 30D | +9.9% | +0.8% | +9.2% | +9.8% |
| 3M | +17.5% | +5.8% | +11.7% | +16.8% |
| 6M | +33.5% | -1.0% | +34.4% | +33.0% |
| YTD | +21.6% | +13.1% | +8.5% | +19.5% |
| 1Y | +27.6% | +14.4% | +13.1% | +25.3% |
| 3Y | +76.4% | +325.7% | -249.3% | +56.3% |
| 5Y | +103.8% | +273.7% | -169.9% | +80.6% |
| 10Y | +455.5% | +390.1% | +65.4% | +374.1% |
| All | +3,319.5% | +243.7% | +3,075.8% | +2,414.7% |
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