+66.6%
HBAN vs AEE
+807.2%
-740.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.3% |
| 7D | -1.9% | -0.7% | -1.3% | -1.6% |
| 30D | -5.9% | -2.0% | -3.9% | -4.8% |
| 3M | +0.2% | -2.8% | +3.1% | +1.6% |
| 6M | +6.6% | -3.6% | +10.2% | +8.3% |
| YTD | -1.7% | +7.3% | -9.0% | -6.6% |
| 1Y | -1.7% | +8.7% | -10.4% | -7.5% |
| 3Y | +74.9% | +46.0% | +28.9% | +35.4% |
| 5Y | +36.0% | +39.8% | -3.8% | +5.4% |
| 10Y | +156.9% | +191.4% | -34.5% | +11.8% |
| All | +66.6% | +807.2% | -740.7% | -68.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling