+247.2%
HD vs AEIS
+347.9%
-100.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -0.9% |
| 7D | +5.2% | -6.9% | +12.1% | +6.1% |
| 30D | +20.7% | -23.2% | +43.9% | +26.1% |
| 3M | +0.8% | -29.5% | +30.3% | +6.5% |
| 6M | +12.2% | -37.9% | +50.1% | +19.6% |
| YTD | +4.2% | +6.0% | -1.8% | -4.8% |
| 1Y | -2.6% | +1.2% | -3.8% | -10.2% |
| 3Y | +30.0% | +150.0% | -119.9% | -11.3% |
| 5Y | +8.1% | +141.9% | -133.8% | -27.4% |
| 10Y | +247.2% | +356.2% | -109.0% | +69.6% |
| All | +247.2% | +347.9% | -100.8% | +69.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling