+133.9%
HL vs AEM
+40.5%
+93.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -1.1% |
| 7D | +1.5% | -0.5% | +2.0% | +2.0% |
| 30D | +25.1% | +24.0% | +1.0% | -4.3% |
| 3M | +22.9% | +16.1% | +6.8% | +2.6% |
| 6M | -4.9% | -11.6% | +6.7% | +12.5% |
| YTD | +7.8% | +21.5% | -13.7% | -15.7% |
| 1Y | +133.9% | +39.2% | +94.7% | +67.6% |
| All | +133.9% | +40.5% | +93.4% | +67.6% |
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