+930.5%
AEM vs XHB
+163.2%
+767.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.7% |
| 7D | +3.0% | -1.9% | +4.9% | +3.5% |
| 30D | +12.5% | -8.3% | +20.8% | +14.9% |
| 3M | +26.9% | -7.1% | +34.1% | +29.1% |
| 6M | -9.4% | -5.3% | -4.2% | -8.3% |
| YTD | +20.3% | -3.2% | +23.5% | +21.2% |
| 1Y | +33.8% | -13.9% | +47.6% | +38.2% |
| 3Y | +349.8% | +24.9% | +324.9% | +319.9% |
| 5Y | +301.0% | +34.5% | +266.5% | +262.2% |
| 10Y | +376.1% | +215.5% | +160.6% | +240.8% |
| All | +930.5% | +163.2% | +767.2% | +791.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling