+101.9%
HAS vs AEE
+205.5%
-103.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.3% |
| 7D | +2.2% | +2.3% | -0.2% | +1.2% |
| 30D | +29.6% | +11.6% | +18.0% | +24.1% |
| 3M | +30.3% | +5.5% | +24.8% | +27.5% |
| 6M | +25.6% | +6.0% | +19.6% | +22.4% |
| YTD | +50.8% | +16.6% | +34.2% | +41.2% |
| 1Y | +63.0% | +12.1% | +51.0% | +55.0% |
| 3Y | +211.6% | +64.2% | +147.4% | +149.4% |
| 5Y | +50.4% | +59.1% | -8.7% | +20.5% |
| 10Y | +101.9% | +210.2% | -108.3% | +43.9% |
| All | +101.9% | +205.5% | -103.6% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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