+332.5%
HBM vs AEIS
+232.6%
+99.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.9% | -5.4% | -2.9% |
| 7D | -3.3% | +2.3% | -5.6% | -4.3% |
| 30D | -4.8% | -14.8% | +10.0% | +2.4% |
| 3M | -0.4% | -15.6% | +15.2% | +5.3% |
| 6M | +17.9% | -8.7% | +26.6% | +18.3% |
| YTD | +33.7% | +37.3% | -3.6% | +7.9% |
| 1Y | +95.6% | +80.3% | +15.3% | +35.3% |
| 3Y | +458.1% | +177.9% | +280.2% | +187.4% |
| All | +332.5% | +232.6% | +99.9% | +92.8% |
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