+39.2%
AEM vs HDB
-34.6%
+73.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.7% | -1.0% |
| 7D | -0.5% | +0.4% | -0.9% | -0.6% |
| 30D | +24.0% | -2.8% | +26.8% | +25.2% |
| 3M | +16.1% | -3.5% | +19.6% | +16.4% |
| 6M | -11.6% | -24.7% | +13.1% | -8.4% |
| YTD | +21.5% | -36.6% | +58.1% | +22.9% |
| 1Y | +39.2% | -34.4% | +73.6% | +41.7% |
| All | +39.2% | -34.6% | +73.8% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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