+94.1%
HAS vs AEIS
+350.2%
-256.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.8% | -1.8% |
| 7D | +1.6% | +23.2% | -21.6% | -3.5% |
| 30D | +26.6% | -17.0% | +43.6% | +30.8% |
| 3M | +29.0% | -32.2% | +61.1% | +38.9% |
| 6M | +30.6% | -32.6% | +63.1% | +37.5% |
| YTD | +51.5% | +9.4% | +42.1% | +36.5% |
| 1Y | +58.5% | +7.7% | +50.8% | +43.0% |
| 3Y | +214.1% | +157.9% | +56.2% | +110.3% |
| 5Y | +50.2% | +154.8% | -104.5% | -1.3% |
| All | +94.1% | +350.2% | -256.2% | -6.4% |
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