+518.0%
HAL vs AEM
+3,205.2%
-2,687.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.4% | +5.7% | +3.7% |
| 7D | -0.2% | +1.4% | -1.6% | -0.5% |
| 30D | +1.0% | -1.2% | +2.2% | +0.9% |
| 3M | -2.1% | +2.5% | -4.7% | -3.0% |
| 6M | -17.5% | -5.1% | -12.4% | -17.8% |
| YTD | +18.1% | +10.4% | +7.7% | +14.5% |
| 1Y | +19.7% | +11.8% | +8.0% | +15.7% |
| 3Y | -7.9% | +315.6% | -323.6% | -27.5% |
| 5Y | +53.1% | +266.3% | -213.2% | +21.5% |
| 10Y | -16.8% | +427.4% | -444.1% | -39.3% |
| All | +518.0% | +3,205.2% | -2,687.2% | +279.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling