+417.4%
WDC vs AEM
+40.5%
+376.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.2% | +7.0% | +6.4% |
| 7D | +1.7% | -0.5% | +2.3% | +1.8% |
| 30D | -10.0% | +24.0% | -34.0% | -20.5% |
| 3M | -18.8% | +16.1% | -34.8% | -26.2% |
| 6M | +79.0% | -11.6% | +90.6% | +83.1% |
| YTD | +171.6% | +21.5% | +150.0% | +135.2% |
| 1Y | +417.4% | +39.2% | +378.2% | +318.5% |
| All | +417.4% | +40.5% | +376.9% | +318.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling