+36.8%
HST vs AEE
+10.4%
+26.4%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -0.3% | +1.1% | -1.4% | -0.5% |
| 30D | -2.8% | 0.0% | -2.8% | -2.8% |
| 3M | -6.5% | -0.9% | -5.6% | -6.6% |
| 6M | +20.7% | -2.4% | +23.1% | +20.7% |
| YTD | +30.5% | +8.6% | +21.8% | +24.0% |
| 1Y | +36.8% | +10.2% | +26.6% | +31.1% |
| All | +36.8% | +10.4% | +26.4% | +31.1% |
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