+346.7%
AEM vs HRB
+207.5%
+139.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.9% |
| 7D | -5.0% | -12.2% | +7.1% | -4.8% |
| 30D | +8.5% | -3.0% | +11.4% | +8.5% |
| 3M | +29.3% | +21.7% | +7.6% | +29.0% |
| 6M | -12.9% | +52.3% | -65.2% | -13.6% |
| YTD | +16.8% | +6.5% | +10.3% | +16.9% |
| 1Y | +29.8% | -6.7% | +36.5% | +30.5% |
| 3Y | +336.7% | +25.1% | +311.6% | +334.5% |
| 5Y | +299.9% | +113.8% | +186.2% | +296.2% |
| All | +346.7% | +207.5% | +139.2% | +354.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling