+47.7%
HAS vs AEIS
+142.3%
-94.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.0% | +3.2% | +0.1% |
| 7D | +1.4% | +11.5% | -10.1% | -1.1% |
| 30D | +26.3% | -15.8% | +42.0% | +29.7% |
| 3M | +25.6% | -33.3% | +58.9% | +35.3% |
| 6M | +30.3% | -35.2% | +65.4% | +38.1% |
| YTD | +50.4% | +5.0% | +45.3% | +34.0% |
| 1Y | +57.7% | +8.5% | +49.2% | +38.8% |
| 3Y | +213.4% | +152.9% | +60.5% | +91.8% |
| All | +47.7% | +142.3% | -94.6% | -13.3% |
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