+12.9%
HAS vs AEIS
+219.5%
-206.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -1.1% |
| 7D | -1.8% | +3.0% | -4.8% | -2.6% |
| 30D | +2.3% | -14.6% | +16.9% | +5.9% |
| 3M | +10.4% | -12.4% | +22.8% | +11.2% |
| 6M | -3.2% | -15.0% | +11.7% | -3.3% |
| YTD | +15.4% | +34.3% | -18.9% | -1.1% |
| 1Y | +18.8% | +87.4% | -68.6% | -10.3% |
| 3Y | +43.9% | +139.8% | -95.8% | -5.2% |
| All | +12.9% | +219.5% | -206.6% | -36.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling