+75.6%
HST vs AEE
+13.9%
+61.7%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.5% | -1.2% | +0.8% |
| 7D | +3.3% | +4.7% | -1.4% | +2.3% |
| 30D | +16.4% | +13.4% | +2.9% | +13.3% |
| 3M | +5.5% | +4.1% | +1.4% | +4.6% |
| 6M | +31.1% | +2.0% | +29.1% | +30.4% |
| YTD | +55.9% | +15.6% | +40.3% | +44.2% |
| 1Y | +75.6% | +14.1% | +61.5% | +64.2% |
| All | +75.6% | +13.9% | +61.7% | +64.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling