+211.7%
AEP vs HAS
+97.5%
+114.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.3% |
| 7D | +2.9% | +1.4% | +1.5% | +2.7% |
| 30D | +3.2% | +26.3% | -23.1% | 0.0% |
| 3M | +3.8% | +25.6% | -21.8% | +0.6% |
| 6M | +2.5% | +30.3% | -27.7% | -1.3% |
| YTD | +15.5% | +50.4% | -34.9% | +8.6% |
| 1Y | +9.6% | +57.7% | -48.1% | +2.4% |
| 3Y | +91.2% | +213.4% | -122.2% | +59.0% |
| 5Y | +88.2% | +49.1% | +39.1% | +72.7% |
| All | +211.7% | +97.5% | +114.1% | +166.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 10y: compounded portfolio wealth divided by compounded HAS 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…
10y analysis · Full analysis span regression · 6 months rolling