+73.6%
HST vs AEIS
+219.9%
-146.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.1% | -0.4% |
| 7D | -1.0% | +3.0% | -4.0% | -1.9% |
| 30D | -12.3% | -14.6% | +2.4% | -8.7% |
| 3M | -6.4% | -12.4% | +6.1% | -5.8% |
| 6M | +15.0% | -15.0% | +30.0% | +14.7% |
| YTD | +30.5% | +34.3% | -3.8% | +8.8% |
| 1Y | +35.7% | +87.4% | -51.7% | -2.8% |
| 3Y | +68.4% | +139.8% | -71.4% | +3.4% |
| All | +73.6% | +219.9% | -146.4% | -12.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling