-3.8%
HAL vs AEE
+48.1%
-51.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +0.9% |
| 7D | -1.3% | +1.1% | -2.4% | -1.4% |
| 30D | +10.9% | 0.0% | +10.9% | +10.9% |
| 3M | -5.8% | -0.9% | -4.9% | -5.8% |
| 6M | +8.1% | -2.4% | +10.5% | +8.2% |
| YTD | +33.2% | +8.6% | +24.6% | +31.2% |
| 1Y | +74.2% | +10.2% | +64.0% | +70.7% |
| All | -3.8% | +48.1% | -51.9% | -9.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling