+330.6%
AEM vs HRB
+25.2%
+305.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.9% |
| 7D | -5.0% | -12.2% | +7.1% | -5.2% |
| 30D | +8.5% | -3.0% | +11.4% | +8.6% |
| 3M | +29.3% | +21.7% | +7.6% | +30.4% |
| 6M | -12.9% | +52.3% | -65.2% | -12.3% |
| YTD | +16.8% | +6.5% | +10.3% | +19.5% |
| 1Y | +29.8% | -6.7% | +36.5% | +34.0% |
| All | +330.6% | +25.2% | +305.4% | +313.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling