+31.6%
HPQ vs AEIS
+81.9%
-50.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +4.9% | +3.5% | +8.3% |
| 7D | +9.8% | +2.3% | +7.5% | +9.7% |
| 30D | +22.4% | -14.8% | +37.2% | +22.6% |
| 3M | +45.2% | -15.6% | +60.7% | +45.5% |
| 6M | +96.4% | -8.7% | +105.1% | +94.0% |
| YTD | +65.4% | +37.3% | +28.1% | +46.4% |
| 1Y | +31.6% | +80.3% | -48.8% | +3.8% |
| All | +31.6% | +81.9% | -50.3% | +3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling