+595.7%
HAL vs AEM
+3,538.8%
-2,943.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.4% |
| 7D | +2.9% | -0.5% | +3.5% | +3.0% |
| 30D | +17.0% | +24.0% | -7.0% | +13.4% |
| 3M | -9.7% | +16.1% | -25.7% | -12.0% |
| 6M | +8.6% | -11.6% | +20.2% | +9.4% |
| YTD | +33.0% | +21.5% | +11.4% | +27.6% |
| 1Y | +68.3% | +39.2% | +29.1% | +57.6% |
| 3Y | +0.1% | +347.4% | -347.3% | -21.7% |
| 5Y | +102.6% | +290.1% | -187.5% | +59.8% |
| 10Y | +3.8% | +357.8% | -354.0% | -22.7% |
| All | +595.7% | +3,538.8% | -2,943.1% | +322.8% |
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