+132.3%
HON vs AEE
+191.1%
-58.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -3.5% | -0.8% | -2.7% | -3.1% |
| 30D | -13.8% | -2.9% | -10.8% | -12.7% |
| 3M | -11.7% | -2.4% | -9.3% | -10.7% |
| 6M | -18.7% | -2.7% | -16.0% | -17.9% |
| YTD | +0.2% | +7.3% | -7.0% | -2.8% |
| 1Y | -3.1% | +7.5% | -10.6% | -6.3% |
| 3Y | +17.0% | +46.2% | -29.2% | -1.9% |
| 5Y | +2.0% | +39.7% | -37.7% | -13.3% |
| All | +132.3% | +191.1% | -58.8% | +64.5% |
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