+20.6%
AEM vs HAS
+61.8%
-41.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.7% | +3.1% | +4.4% |
| 7D | +17.8% | +2.2% | +15.7% | +17.3% |
| 30D | +6.2% | +29.6% | -23.3% | -0.3% |
| 3M | +12.5% | +30.3% | -17.7% | +5.4% |
| 6M | +4.4% | +25.6% | -21.2% | -1.8% |
| YTD | +19.2% | +50.8% | -31.6% | +5.9% |
| All | +20.6% | +61.8% | -41.2% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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