+17.5%
HAS vs AEE
+10.3%
+7.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -2.6% |
| 7D | -3.1% | +1.3% | -4.4% | -3.3% |
| 30D | -2.7% | -1.2% | -1.5% | -2.5% |
| 3M | +8.9% | +1.0% | +7.9% | +8.6% |
| 6M | -2.9% | -2.3% | -0.6% | -2.5% |
| YTD | +12.6% | +9.1% | +3.5% | +12.4% |
| 1Y | +17.5% | +10.6% | +6.9% | +13.8% |
| All | +17.5% | +10.3% | +7.2% | +13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling