+32.3%
HAS vs AEIS
-35.1%
+67.4%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.5% | -2.7% | +1.8% |
| 7D | +2.0% | +9.5% | -7.5% | +1.9% |
| 30D | +30.9% | -17.5% | +48.4% | +31.0% |
| 3M | +28.8% | -29.3% | +58.0% | +29.4% |
| 6M | +32.3% | -34.7% | +67.1% | +31.5% |
| All | +32.3% | -35.1% | +67.4% | +31.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling