+323.7%
HAE price history and return analytics
+355.4%
-31.8%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.8% |
| 7D | +1.7% | -0.1% | +1.9% | +1.8% |
| 30D | +3.1% | -3.1% | +6.2% | +5.0% |
| 3M | +41.3% | -3.5% | +44.8% | +44.1% |
| 6M | +122.0% | +0.5% | +121.5% | +120.2% |
| YTD | +52.7% | +10.8% | +41.9% | +41.7% |
| 1Y | +73.6% | +11.9% | +61.7% | +60.1% |
| 3Y | +42.1% | +73.0% | -30.9% | -1.1% |
| 5Y | +98.9% | +58.6% | +40.3% | +46.3% |
| 10Y | +217.5% | +219.2% | -1.7% | +58.5% |
| All | +323.7% | +355.4% | -31.8% | +79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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