+56.7%
HST vs AEIS
+4.7%
+52.0%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.0% | +3.9% | +0.2% |
| 7D | +3.6% | +11.5% | -7.9% | +2.7% |
| 30D | +11.2% | -15.8% | +27.0% | +11.9% |
| 3M | +13.1% | -33.3% | +46.4% | +15.4% |
| 6M | +23.9% | -35.2% | +59.1% | +26.3% |
| YTD | +52.3% | +5.0% | +47.3% | +45.0% |
| 1Y | +56.7% | +8.5% | +48.2% | +48.3% |
| All | +56.7% | +4.7% | +52.0% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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