+94.1%
HUT vs AEIS
+228.8%
-134.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.8% | +3.6% | +3.8% |
| 7D | +28.3% | +8.1% | +20.1% | +19.7% |
| 30D | +12.3% | -11.1% | +23.4% | +25.1% |
| 3M | -16.8% | -5.6% | -11.2% | -18.1% |
| 6M | +111.4% | -0.6% | +112.0% | +94.6% |
| YTD | +116.6% | +38.0% | +78.5% | +38.8% |
| 1Y | +290.5% | +87.2% | +203.2% | +80.2% |
| 3Y | +792.3% | +179.7% | +612.6% | +157.5% |
| 5Y | +94.1% | +241.7% | -147.6% | -54.7% |
| All | +94.1% | +228.8% | -134.7% | -54.7% |
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