+110.0%
HAL vs AEE
+39.8%
+70.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.9% |
| 7D | +0.5% | +1.3% | -0.9% | +0.2% |
| 30D | +15.9% | -1.2% | +17.2% | +16.2% |
| 3M | -8.7% | +1.0% | -9.7% | -9.1% |
| 6M | +9.0% | -2.3% | +11.3% | +9.2% |
| YTD | +32.0% | +9.1% | +22.9% | +28.0% |
| 1Y | +72.5% | +10.6% | +61.9% | +66.2% |
| 3Y | -4.5% | +48.5% | -53.0% | -16.9% |
| All | +110.0% | +39.8% | +70.2% | +89.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling