+1,779.8%
HON vs AEIS
+2,641.0%
-861.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.4% | -1.1% |
| 7D | -0.8% | +8.1% | -9.0% | -2.2% |
| 30D | -15.2% | -11.1% | -4.0% | -13.6% |
| 3M | -6.0% | -5.6% | -0.3% | -6.3% |
| 6M | -14.9% | -0.6% | -14.3% | -16.7% |
| YTD | +3.2% | +38.0% | -34.9% | -5.1% |
| 1Y | 0.0% | +87.2% | -87.2% | -13.4% |
| 3Y | +21.5% | +179.7% | -158.2% | -4.2% |
| 5Y | +4.0% | +241.7% | -237.7% | -22.1% |
| 10Y | +138.4% | +547.2% | -408.8% | +51.6% |
| All | +1,779.8% | +2,641.0% | -861.3% | +694.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling