-17.4%
HAL vs AEE
+219.0%
-236.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +2.6% | +0.6% | +2.0% | +2.4% |
| 30D | -0.1% | +8.8% | -8.9% | -3.3% |
| 3M | -1.1% | +5.1% | -6.2% | -3.1% |
| 6M | -20.7% | +5.2% | -25.9% | -22.7% |
| YTD | +17.5% | +16.1% | +1.4% | +9.7% |
| 1Y | +24.1% | +10.4% | +13.7% | +18.2% |
| 3Y | -8.4% | +63.1% | -71.5% | -27.3% |
| 5Y | +53.2% | +55.6% | -2.3% | +23.1% |
| All | -17.4% | +219.0% | -236.4% | -28.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling