+25.0%
HL vs AEM
+17.3%
+7.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +9.7% | +3.5% | +1.7% |
| 7D | +0.2% | +0.2% | 0.0% | +0.1% |
| 30D | -12.1% | +0.1% | -12.2% | -12.0% |
| 3M | -2.8% | +22.1% | -24.9% | -24.2% |
| 6M | -14.9% | +2.4% | -17.4% | -16.4% |
| YTD | -22.0% | +8.9% | -31.0% | -30.8% |
| 1Y | +25.0% | +18.7% | +6.3% | -2.3% |
| All | +25.0% | +17.3% | +7.7% | -2.3% |
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