-34.4%
HDB vs AEIS
+93.3%
-127.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.4% | -2.8% | -0.5% |
| 7D | +0.4% | +3.0% | -2.5% | +0.3% |
| 30D | -2.8% | -14.6% | +11.8% | -2.3% |
| 3M | -3.5% | -12.4% | +8.9% | -3.7% |
| 6M | -24.7% | -15.0% | -9.8% | -25.0% |
| YTD | -36.6% | +34.3% | -70.9% | -35.7% |
| 1Y | -34.4% | +87.4% | -121.7% | -32.8% |
| All | -34.4% | +93.3% | -127.7% | -32.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling