+8,700.5%
LH vs AEE
+822.6%
+7,877.9%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -1.0% |
| 7D | -0.8% | +1.3% | -2.2% | -1.3% |
| 30D | +2.0% | -1.2% | +3.2% | +2.4% |
| 3M | +24.3% | +1.0% | +23.2% | +23.6% |
| 6M | +21.1% | -2.3% | +23.3% | +21.7% |
| YTD | +30.4% | +9.1% | +21.3% | +26.0% |
| 1Y | +18.4% | +10.6% | +7.8% | +13.8% |
| 3Y | +65.5% | +48.5% | +17.0% | +42.4% |
| 5Y | +29.9% | +39.9% | -10.0% | +13.4% |
| 10Y | +186.6% | +185.7% | +0.9% | +98.9% |
| All | +8,700.5% | +822.6% | +7,877.9% | +4,093.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling