+826.7%
AEE vs HRB
+919.1%
-92.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.5% | +7.4% | +2.2% |
| 7D | +1.3% | -9.1% | +10.4% | +3.0% |
| 30D | -1.2% | +0.3% | -1.5% | -1.7% |
| 3M | +1.0% | +23.4% | -22.4% | -3.6% |
| 6M | -2.3% | +45.1% | -47.4% | -10.4% |
| YTD | +9.1% | +8.9% | +0.3% | +5.3% |
| 1Y | +10.6% | -7.9% | +18.5% | +10.0% |
| 3Y | +48.5% | +27.9% | +20.6% | +36.4% |
| 5Y | +39.9% | +108.3% | -68.5% | +14.3% |
| 10Y | +185.7% | +208.4% | -22.7% | +102.2% |
| All | +826.7% | +919.1% | -92.5% | +396.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded HRB 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling