+102.6%
HAL vs AEE
+881.3%
-778.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +2.6% | +0.6% | +2.0% | +2.3% |
| 30D | -0.1% | +8.8% | -8.9% | -5.0% |
| 3M | -1.1% | +5.1% | -6.2% | -4.2% |
| 6M | -20.7% | +5.2% | -25.9% | -23.8% |
| YTD | +17.5% | +16.1% | +1.4% | +6.1% |
| 1Y | +24.1% | +10.4% | +13.7% | +15.2% |
| 3Y | -8.4% | +63.1% | -71.5% | -34.5% |
| 5Y | +53.2% | +55.6% | -2.3% | +10.7% |
| 10Y | -17.2% | +217.1% | -234.3% | -64.5% |
| All | +102.6% | +881.3% | -778.7% | -56.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling