+816.8%
HAS vs AEE
+813.9%
+2.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -1.8% | +0.3% | -2.1% | -1.9% |
| 30D | +2.3% | -2.3% | +4.5% | +3.1% |
| 3M | +10.4% | +0.2% | +10.1% | +10.1% |
| 6M | -3.2% | -4.7% | +1.5% | -1.8% |
| YTD | +15.4% | +8.1% | +7.3% | +11.8% |
| 1Y | +18.8% | +8.5% | +10.3% | +14.8% |
| 3Y | +43.9% | +48.9% | -5.0% | +22.8% |
| 5Y | +13.9% | +39.9% | -26.0% | -1.6% |
| 10Y | +56.4% | +186.5% | -130.1% | +3.9% |
| All | +816.8% | +813.9% | +2.9% | +300.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling