+346.7%
AEM vs HDB
+32.9%
+313.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.8% | -2.7% |
| 7D | -5.0% | -6.2% | +1.1% | -4.1% |
| 30D | +8.5% | -6.2% | +14.7% | +9.5% |
| 3M | +29.3% | -5.9% | +35.1% | +30.3% |
| 6M | -12.9% | -25.9% | +13.0% | -9.2% |
| YTD | +16.8% | -40.2% | +57.0% | +25.1% |
| 1Y | +29.8% | -38.0% | +67.8% | +38.3% |
| 3Y | +336.7% | -30.5% | +367.2% | +355.1% |
| 5Y | +299.9% | -38.1% | +338.1% | +319.1% |
| All | +346.7% | +32.9% | +313.8% | +306.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling