+215.7%
HUT vs AEIS
+222.0%
-6.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -1.3% |
| 7D | -10.9% | -6.9% | -4.1% | -4.8% |
| 30D | -32.6% | -23.2% | -9.4% | -15.9% |
| 3M | -33.7% | -29.5% | -4.2% | -11.7% |
| 6M | -42.3% | -37.9% | -4.4% | -19.1% |
| YTD | +23.6% | +6.0% | +17.6% | +15.4% |
| 1Y | +20.4% | +1.2% | +19.1% | +17.2% |
| 3Y | +423.2% | +150.0% | +273.3% | +164.4% |
| 5Y | -19.4% | +141.9% | -161.3% | -55.5% |
| All | +215.7% | +222.0% | -6.3% | +36.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling