+943.8%
HON vs AEE
+822.6%
+121.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.6% | -1.1% |
| 7D | -0.8% | +1.3% | -2.1% | -1.5% |
| 30D | -15.2% | -1.2% | -13.9% | -14.7% |
| 3M | -6.0% | +1.0% | -7.0% | -6.5% |
| 6M | -14.9% | -2.3% | -12.6% | -14.1% |
| YTD | +3.2% | +9.1% | -6.0% | -1.5% |
| 1Y | 0.0% | +10.6% | -10.5% | -5.4% |
| 3Y | +21.5% | +48.5% | -27.0% | -2.5% |
| 5Y | +4.0% | +39.9% | -35.8% | -14.8% |
| 10Y | +138.4% | +185.7% | -47.3% | +28.1% |
| All | +943.8% | +822.6% | +121.2% | +186.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling