+3.2%
HAL vs AEE
+191.3%
-188.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.6% | -2.4% |
| 7D | -3.3% | -0.7% | -2.6% | -3.0% |
| 30D | +7.2% | -2.0% | +9.2% | +8.0% |
| 3M | -8.8% | -2.8% | -6.0% | -8.1% |
| 6M | +3.0% | -3.6% | +6.6% | +3.7% |
| YTD | +29.4% | +7.3% | +22.1% | +24.7% |
| 1Y | +62.8% | +8.7% | +54.1% | +55.7% |
| 3Y | -6.4% | +46.0% | -52.5% | -22.1% |
| 5Y | +103.6% | +39.8% | +63.9% | +71.3% |
| All | +3.2% | +191.3% | -188.1% | -16.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling