+301.0%
AEM vs HAS
+50.4%
+250.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.9% | +1.4% |
| 7D | +15.8% | -0.2% | +16.0% | +15.9% |
| 30D | +6.2% | +31.0% | -24.8% | +1.9% |
| 3M | +14.3% | +30.7% | -16.3% | +9.7% |
| 6M | +1.4% | +23.9% | -22.5% | -2.3% |
| YTD | +13.7% | +48.3% | -34.6% | +6.9% |
| 1Y | +21.3% | +60.2% | -38.9% | +12.9% |
| 3Y | +309.9% | +189.2% | +120.7% | +242.3% |
| All | +301.0% | +50.4% | +250.5% | +269.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling