+3,594.0%
AEM vs HAS
+3,598.5%
-4.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -0.5% | -1.8% | +1.3% | -0.4% |
| 30D | +24.0% | +2.3% | +21.8% | +23.8% |
| 3M | +16.1% | +10.4% | +5.7% | +15.3% |
| 6M | -11.6% | -3.2% | -8.4% | -11.6% |
| YTD | +21.5% | +15.4% | +6.1% | +20.4% |
| 1Y | +39.2% | +18.8% | +20.4% | +37.6% |
| 3Y | +347.4% | +43.9% | +303.5% | +334.4% |
| 5Y | +290.1% | +13.9% | +276.3% | +281.5% |
| 10Y | +357.8% | +56.4% | +301.4% | +331.6% |
| All | +3,594.0% | +3,598.5% | -4.5% | +4,222.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling