+1,078.2%
HAS vs AEE
+875.5%
+202.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.6% | -0.5% |
| 7D | -0.2% | +2.1% | -2.2% | -0.9% |
| 30D | +31.0% | +11.4% | +19.7% | +26.2% |
| 3M | +30.7% | +5.0% | +25.7% | +28.4% |
| 6M | +23.9% | +4.4% | +19.5% | +21.7% |
| YTD | +48.3% | +15.4% | +32.9% | +40.4% |
| 1Y | +60.2% | +13.8% | +46.5% | +52.3% |
| 3Y | +189.2% | +58.0% | +131.2% | +141.8% |
| 5Y | +50.4% | +52.9% | -2.5% | +26.0% |
| 10Y | +104.2% | +205.1% | -100.9% | +32.8% |
| All | +1,078.2% | +875.5% | +202.6% | +402.7% |
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