+25.1%
HPQ vs AEIS
+172.0%
-146.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.1% | +6.0% | +5.1% |
| 7D | +2.2% | +6.5% | -4.2% | +0.9% |
| 30D | +9.7% | -9.2% | +18.9% | +11.3% |
| 3M | +32.7% | -8.3% | +41.1% | +31.6% |
| 6M | +77.7% | -6.3% | +84.0% | +70.9% |
| YTD | +51.0% | +36.5% | +14.5% | +24.0% |
| 1Y | +18.4% | +84.8% | -66.4% | -15.2% |
| All | +25.1% | +172.0% | -146.9% | -30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling