+3,356.5%
AEM vs HAS
+4,652.9%
-1,296.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.4% |
| 3M | +14.3% | +30.7% | -16.3% | +12.4% |
| 6M | +1.4% | +23.9% | -22.5% | -0.1% |
| YTD | +13.7% | +48.3% | -34.6% | +10.9% |
| 1Y | +21.3% | +60.2% | -38.9% | +17.7% |
| 3Y | +309.9% | +189.2% | +120.7% | +282.5% |
| 5Y | +301.0% | +50.4% | +250.5% | +285.4% |
| 10Y | +344.0% | +104.2% | +239.8% | +311.7% |
| All | +3,356.5% | +4,652.9% | -1,296.4% | +3,880.0% |
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