+6,296.4%
AEM vs DHI
+12,289.5%
-5,993.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.4% | -0.5% | -2.7% |
| 7D | -5.0% | -6.1% | +1.1% | -4.6% |
| 30D | +8.5% | -10.1% | +18.5% | +9.4% |
| 3M | +29.3% | -7.3% | +36.6% | +30.0% |
| 6M | -12.9% | -6.1% | -6.8% | -12.6% |
| YTD | +16.8% | -5.0% | +21.8% | +17.1% |
| 1Y | +29.8% | -22.1% | +51.9% | +32.0% |
| 3Y | +336.7% | +19.2% | +317.5% | +326.4% |
| 5Y | +299.9% | +59.4% | +240.5% | +279.2% |
| 10Y | +362.2% | +401.8% | -39.6% | +299.1% |
| All | +6,296.4% | +12,289.5% | -5,993.1% | +4,842.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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