+121.3%
HBM vs AEE
+8.8%
+112.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -6.4% | +0.3% | -6.7% | -6.3% |
| 30D | +5.9% | -2.3% | +8.2% | +5.3% |
| 3M | -8.9% | +0.2% | -9.1% | -10.0% |
| 6M | +10.7% | -4.7% | +15.4% | +10.8% |
| YTD | +38.3% | +8.1% | +30.2% | +39.1% |
| 1Y | +121.3% | +8.5% | +112.8% | +124.8% |
| All | +121.3% | +8.8% | +112.5% | +124.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling