+55.7%
HAS vs AEIS
+546.3%
-490.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.8% | -5.2% | -3.1% |
| 7D | -3.1% | +8.1% | -11.2% | -5.1% |
| 30D | -2.7% | -11.1% | +8.4% | -0.3% |
| 3M | +8.9% | -5.6% | +14.6% | +7.8% |
| 6M | -2.9% | -0.6% | -2.3% | -6.8% |
| YTD | +12.6% | +38.0% | -25.4% | -2.4% |
| 1Y | +17.5% | +87.2% | -69.8% | -7.9% |
| 3Y | +46.2% | +179.7% | -133.5% | -1.8% |
| 5Y | +12.6% | +241.7% | -229.2% | -30.1% |
| 10Y | +55.7% | +547.2% | -491.5% | -32.0% |
| All | +55.7% | +546.3% | -490.6% | -32.0% |
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