+48.6%
HAS vs AEIS
+109.5%
-61.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.1% | -6.6% | -1.9% |
| 7D | -0.2% | -11.3% | +11.1% | +1.9% |
| 30D | +31.0% | -32.6% | +63.6% | +41.6% |
| 3M | +30.7% | -39.2% | +69.8% | +43.6% |
| 6M | +23.9% | -45.4% | +69.3% | +37.1% |
| YTD | +48.3% | -5.8% | +54.1% | +35.6% |
| 1Y | +60.2% | -10.0% | +70.2% | +48.2% |
| 3Y | +189.2% | +121.2% | +68.1% | +83.5% |
| All | +48.6% | +109.5% | -61.0% | -9.9% |
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