+36.3%
HBAN vs AEIS
+232.6%
-196.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.9% | -4.2% | -0.6% |
| 7D | -1.0% | +2.3% | -3.3% | -1.7% |
| 30D | -5.6% | -14.8% | +9.2% | -1.6% |
| 3M | -1.1% | -15.6% | +14.4% | +1.2% |
| 6M | +9.9% | -8.7% | +18.6% | +7.6% |
| YTD | -0.9% | +37.3% | -38.3% | -17.5% |
| 1Y | -1.4% | +80.3% | -81.7% | -27.5% |
| 3Y | +78.2% | +177.9% | -99.7% | +4.6% |
| All | +36.3% | +232.6% | -196.3% | -28.5% |
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 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