+215.7%
HUT vs AEE
+170.9%
+44.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | -10.9% | +3.0% | -13.9% | -11.6% |
| 30D | -32.6% | +11.2% | -43.9% | -34.3% |
| 3M | -33.7% | +7.0% | -40.7% | -34.8% |
| 6M | -42.3% | +5.7% | -48.0% | -43.3% |
| YTD | +23.6% | +16.2% | +7.3% | +18.5% |
| 1Y | +20.4% | +12.0% | +8.3% | +16.5% |
| 3Y | +423.2% | +63.4% | +359.9% | +354.4% |
| 5Y | -19.4% | +56.0% | -75.5% | -28.8% |
| All | +215.7% | +170.9% | +44.8% | +211.1% |
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