+60.3%
HAS vs AEIS
+2.3%
+58.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.3% | +0.7% |
| 7D | +3.3% | -6.9% | +10.2% | +3.4% |
| 30D | +30.5% | -23.2% | +53.7% | +32.1% |
| 3M | +29.9% | -29.5% | +59.4% | +32.0% |
| 6M | +26.5% | -37.9% | +64.5% | +30.0% |
| YTD | +51.9% | +6.0% | +46.0% | +46.8% |
| All | +60.3% | +2.3% | +58.1% | +56.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling