+3,127.3%
AEM vs HDB
+3,812.1%
-684.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.7% | -1.1% |
| 7D | -0.5% | +0.4% | -0.9% | -0.6% |
| 30D | +24.0% | -2.8% | +26.8% | +24.7% |
| 3M | +16.1% | -3.5% | +19.6% | +16.7% |
| 6M | -11.6% | -24.7% | +13.1% | -6.4% |
| YTD | +21.5% | -36.6% | +58.1% | +33.0% |
| 1Y | +39.2% | -34.4% | +73.6% | +51.0% |
| 3Y | +347.4% | -24.4% | +371.8% | +367.2% |
| 5Y | +290.1% | -35.4% | +325.5% | +315.1% |
| 10Y | +357.8% | +39.5% | +318.2% | +291.2% |
| All | +3,127.3% | +3,812.1% | -684.9% | +1,568.9% |
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