+86.1%
HUT vs AEE
+39.2%
+46.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.1% | -3.5% |
| 7D | +18.9% | +1.1% | +17.8% | +18.7% |
| 30D | +12.0% | 0.0% | +12.0% | +12.0% |
| 3M | -14.9% | -0.9% | -13.9% | -14.8% |
| 6M | +96.8% | -2.4% | +99.2% | +97.0% |
| YTD | +108.8% | +8.6% | +100.2% | +103.8% |
| 1Y | +227.4% | +10.2% | +217.2% | +218.1% |
| 3Y | +760.3% | +47.8% | +712.4% | +665.4% |
| 5Y | +86.1% | +40.1% | +46.0% | +92.6% |
| All | +86.1% | +39.2% | +46.9% | +92.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling