+346.7%
AEM vs THC
+1,021.1%
-674.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.1% | -0.8% | -2.8% |
| 7D | -5.0% | 0.0% | -5.0% | -5.0% |
| 30D | +8.5% | +1.5% | +6.9% | +8.4% |
| 3M | +29.3% | +59.9% | -30.6% | +26.2% |
| 6M | -12.9% | +11.0% | -23.9% | -13.6% |
| YTD | +16.8% | +32.6% | -15.8% | +14.8% |
| 1Y | +29.8% | +37.4% | -7.5% | +27.4% |
| 3Y | +336.7% | +252.5% | +84.2% | +309.4% |
| 5Y | +299.9% | +262.3% | +37.6% | +270.7% |
| All | +346.7% | +1,021.1% | -674.4% | +313.3% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded THC 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling