+1,726.9%
HAS vs AEIS
+1,770.4%
-43.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.1% | -6.6% | -1.4% |
| 7D | -0.2% | -11.3% | +11.1% | +1.2% |
| 30D | +31.0% | -32.6% | +63.6% | +37.6% |
| 3M | +30.7% | -39.2% | +69.8% | +38.6% |
| 6M | +23.9% | -45.4% | +69.3% | +31.9% |
| YTD | +48.3% | -5.8% | +54.1% | +44.6% |
| 1Y | +60.2% | -10.0% | +70.2% | +57.1% |
| 3Y | +189.2% | +121.2% | +68.1% | +144.6% |
| 5Y | +50.4% | +110.6% | -60.2% | +27.1% |
| 10Y | +104.2% | +326.6% | -222.4% | +50.3% |
| All | +1,726.9% | +1,770.4% | -43.5% | +782.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling