+89.6%
HST vs AEE
+62.8%
+26.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -1.3% | +0.2% | -1.4% | -1.3% |
| 30D | +13.4% | +9.7% | +3.6% | +11.2% |
| 3M | +16.7% | +5.8% | +10.9% | +15.3% |
| 6M | +24.0% | +4.5% | +19.6% | +22.6% |
| YTD | +54.0% | +15.8% | +38.1% | +48.5% |
| 1Y | +55.0% | +10.8% | +44.3% | +51.0% |
| All | +89.6% | +62.8% | +26.7% | +62.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling