+3,541.8%
AEM vs HRB
+3,134.5%
+407.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.5% | +5.0% | -1.2% |
| 7D | +4.3% | -9.1% | +13.4% | +4.6% |
| 30D | +13.1% | +0.3% | +12.9% | +13.1% |
| 3M | +24.8% | +23.4% | +1.4% | +24.0% |
| 6M | -8.2% | +45.1% | -53.4% | -9.4% |
| YTD | +19.8% | +8.9% | +11.0% | +19.3% |
| 1Y | +32.1% | -7.9% | +40.0% | +32.2% |
| 3Y | +348.2% | +27.9% | +320.3% | +342.9% |
| 5Y | +297.5% | +108.3% | +189.1% | +286.4% |
| 10Y | +343.3% | +208.4% | +134.9% | +321.3% |
| All | +3,541.8% | +3,134.5% | +407.4% | +4,657.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded HRB 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling