+332.5%
HBM vs AEE
+38.7%
+293.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.5% |
| 7D | -3.3% | -0.8% | -2.5% | -3.0% |
| 30D | -4.8% | -2.9% | -1.9% | -3.9% |
| 3M | -0.4% | -2.4% | +2.0% | -0.3% |
| 6M | +17.9% | -2.7% | +20.6% | +17.8% |
| YTD | +33.7% | +7.3% | +26.5% | +28.3% |
| 1Y | +95.6% | +7.5% | +88.0% | +87.0% |
| 3Y | +458.1% | +46.2% | +411.9% | +346.7% |
| All | +332.5% | +38.7% | +293.8% | +257.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling