+155.3%
HBAN vs AEE
+191.1%
-35.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -1.0% | -0.8% | -0.2% | -0.7% |
| 30D | -5.6% | -2.9% | -2.7% | -4.6% |
| 3M | -1.1% | -2.4% | +1.3% | -0.5% |
| 6M | +9.9% | -2.7% | +12.6% | +10.6% |
| YTD | -0.9% | +7.3% | -8.2% | -3.9% |
| 1Y | -1.4% | +7.5% | -8.9% | -4.5% |
| 3Y | +78.2% | +46.2% | +32.0% | +53.0% |
| 5Y | +37.0% | +39.7% | -2.7% | +18.2% |
| All | +155.3% | +191.1% | -35.9% | +128.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling