+101.9%
HAS vs AEIS
+358.4%
-256.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +11.3% | -9.6% | -1.0% |
| 7D | +2.2% | +1.0% | +1.2% | +1.1% |
| 30D | +29.6% | -24.0% | +53.6% | +36.7% |
| 3M | +30.3% | -32.5% | +62.8% | +40.3% |
| 6M | +25.6% | -38.6% | +64.2% | +35.5% |
| YTD | +50.8% | +4.8% | +46.0% | +37.3% |
| 1Y | +63.0% | +1.3% | +61.7% | +49.4% |
| 3Y | +211.6% | +159.2% | +52.4% | +107.8% |
| 5Y | +50.4% | +140.8% | -90.4% | +0.2% |
| 10Y | +101.9% | +349.8% | -247.9% | -2.6% |
| All | +101.9% | +358.4% | -256.6% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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