+2,713.0%
AEM vs HDB
+4,259.4%
-1,546.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.4% | -0.1% |
| 7D | -6.8% | +2.7% | -9.6% | -7.4% |
| 30D | +0.8% | +14.1% | -13.3% | -1.9% |
| 3M | -0.8% | +11.8% | -12.7% | -3.2% |
| 6M | -8.5% | +8.2% | -16.7% | -10.2% |
| YTD | +5.9% | -29.3% | +35.3% | +13.3% |
| 1Y | +6.6% | -28.8% | +35.4% | +13.8% |
| 3Y | +302.2% | -7.5% | +309.7% | +303.4% |
| 5Y | +250.8% | -23.1% | +273.8% | +260.1% |
| 10Y | +406.1% | +63.7% | +342.4% | +317.8% |
| All | +2,713.0% | +4,259.4% | -1,546.4% | +1,322.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling