+3.3%
HON vs AEIS
+233.3%
-230.0%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.4% |
| 7D | -0.6% | +6.5% | -7.0% | -1.7% |
| 30D | -15.4% | -9.2% | -6.2% | -14.1% |
| 3M | -9.1% | -8.3% | -0.8% | -9.2% |
| 6M | -17.1% | -6.3% | -10.7% | -18.4% |
| YTD | +1.5% | +36.5% | -35.0% | -8.8% |
| 1Y | -1.3% | +84.8% | -86.1% | -18.3% |
| 3Y | +19.5% | +176.6% | -157.0% | -14.4% |
| All | +3.3% | +233.3% | -230.0% | -33.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling