+256.9%
HL vs AEE
+191.1%
+65.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -4.4% | -0.8% | -3.6% | -4.0% |
| 30D | +9.3% | -2.9% | +12.2% | +10.8% |
| 3M | +32.0% | -2.4% | +34.4% | +33.0% |
| 6M | -6.4% | -2.7% | -3.7% | -5.9% |
| YTD | +3.1% | +7.3% | -4.1% | -1.3% |
| 1Y | +77.6% | +7.5% | +70.0% | +69.5% |
| 3Y | +392.8% | +46.2% | +346.6% | +295.1% |
| 5Y | +234.1% | +39.7% | +194.4% | +175.1% |
| All | +256.9% | +191.1% | +65.8% | +87.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling