+287.0%
HST vs AEE
+813.9%
-526.9%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.2% |
| 7D | -1.0% | +0.3% | -1.4% | -1.2% |
| 30D | -12.3% | -2.3% | -10.0% | -11.0% |
| 3M | -6.4% | +0.2% | -6.6% | -6.9% |
| 6M | +15.0% | -4.7% | +19.8% | +17.6% |
| YTD | +30.5% | +8.1% | +22.4% | +23.2% |
| 1Y | +35.7% | +8.5% | +27.1% | +27.5% |
| 3Y | +68.4% | +48.9% | +19.5% | +26.0% |
| 5Y | +73.1% | +39.9% | +33.2% | +32.2% |
| 10Y | +92.7% | +186.5% | -93.8% | -16.8% |
| All | +287.0% | +813.9% | -526.9% | -4.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling