+109.7%
HAL vs AEM
+297.7%
-188.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.5% |
| 7D | +0.5% | +4.3% | -3.9% | -0.2% |
| 30D | +15.9% | +13.1% | +2.8% | +13.5% |
| 3M | -8.7% | +24.8% | -33.5% | -12.2% |
| 6M | +9.0% | -8.2% | +17.3% | +9.9% |
| YTD | +32.0% | +19.8% | +12.2% | +25.9% |
| 1Y | +72.5% | +32.1% | +40.4% | +59.4% |
| 3Y | -4.5% | +348.2% | -352.7% | -38.8% |
| 5Y | +109.7% | +297.5% | -187.8% | +37.9% |
| All | +109.7% | +297.7% | -188.0% | +37.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling