+67.6%
HAL vs AEM
+32.7%
+34.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.9% |
| 7D | -1.3% | +3.0% | -4.3% | -1.2% |
| 30D | +10.9% | +12.5% | -1.6% | +11.1% |
| 3M | -5.8% | +26.9% | -32.8% | -4.9% |
| 6M | +8.1% | -9.4% | +17.6% | +8.9% |
| YTD | +33.2% | +20.3% | +12.9% | +38.2% |
| All | +67.6% | +32.7% | +34.9% | +67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 1y: compounded portfolio wealth divided by compounded AEM 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…
1y analysis · Full analysis span regression · 6 months rolling