+325.7%
AEM vs THC
+450.2%
-124.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.4% | -5.6% | -5.2% |
| 7D | +13.9% | +8.8% | +5.0% | +12.7% |
| 30D | +0.8% | +10.0% | -9.3% | -0.4% |
| 3M | +5.8% | +11.7% | -5.9% | +4.3% |
| 6M | -1.0% | +52.5% | -53.4% | -6.1% |
| YTD | +13.1% | +46.1% | -33.0% | +7.4% |
| 1Y | +14.4% | +49.1% | -34.7% | +8.4% |
| 3Y | +325.7% | +439.6% | -113.9% | +242.9% |
| All | +325.7% | +450.2% | -124.5% | +242.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling