+66.1%
HST vs AEE
+49.7%
+16.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.1% |
| 7D | +2.0% | +1.3% | +0.7% | +1.7% |
| 30D | -5.2% | -1.2% | -4.0% | -5.0% |
| 3M | -6.2% | +1.0% | -7.3% | -6.6% |
| 6M | +20.4% | -2.3% | +22.7% | +20.7% |
| YTD | +30.6% | +9.1% | +21.5% | +27.7% |
| 1Y | +37.4% | +10.6% | +26.8% | +33.9% |
| 3Y | +66.1% | +48.5% | +17.6% | +50.2% |
| All | +66.1% | +49.7% | +16.4% | +50.2% |
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 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