+45.9%
HLT vs AEE
+13.9%
+32.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.5% | +1.0% | +2.9% |
| 7D | +7.7% | +4.7% | +3.0% | +6.7% |
| 30D | +19.1% | +13.4% | +5.7% | +16.2% |
| 3M | +20.7% | +4.1% | +16.7% | +19.5% |
| 6M | +21.0% | +2.0% | +19.0% | +20.0% |
| YTD | +31.3% | +15.6% | +15.6% | +22.4% |
| 1Y | +45.9% | +14.1% | +31.8% | +37.1% |
| All | +45.9% | +13.9% | +32.0% | +37.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling