+233.0%
HBAN vs AEIS
+2,610.7%
-2,377.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.5% |
| 7D | -1.5% | +6.5% | -7.9% | -2.8% |
| 30D | -5.5% | -9.2% | +3.7% | -3.9% |
| 3M | -0.2% | -8.3% | +8.1% | -0.2% |
| 6M | +5.2% | -6.3% | +11.5% | +3.8% |
| YTD | -2.3% | +36.5% | -38.8% | -11.4% |
| 1Y | -2.2% | +84.8% | -87.0% | -17.4% |
| 3Y | +73.8% | +176.6% | -102.7% | +33.1% |
| 5Y | +35.2% | +237.1% | -201.9% | -1.7% |
| 10Y | +155.4% | +554.7% | -399.3% | +56.2% |
| All | +233.0% | +2,610.7% | -2,377.7% | +31.0% |
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