+330.6%
AEM vs XHB
+21.1%
+309.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.3% | -0.6% | -2.2% |
| 7D | -5.0% | -5.2% | +0.2% | -3.5% |
| 30D | +8.5% | -12.1% | +20.6% | +12.5% |
| 3M | +29.3% | -6.2% | +35.5% | +31.5% |
| 6M | -12.9% | -6.7% | -6.2% | -11.4% |
| YTD | +16.8% | -5.5% | +22.2% | +18.8% |
| 1Y | +29.8% | -15.6% | +45.5% | +34.5% |
| All | +330.6% | +21.1% | +309.5% | +303.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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