+18.7%
AEM vs HDB
-32.8%
+51.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +5.6% | +4.1% | +7.4% |
| 7D | +0.2% | +12.9% | -12.7% | -4.3% |
| 30D | +0.1% | +10.0% | -10.0% | -3.4% |
| 3M | +22.1% | +1.8% | +20.2% | +21.1% |
| 6M | +2.4% | -2.1% | +4.5% | +2.1% |
| YTD | +8.9% | -33.4% | +42.3% | +12.4% |
| 1Y | +18.7% | -32.9% | +51.6% | +21.2% |
| All | +18.7% | -32.8% | +51.5% | +21.2% |
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