+129.3%
HAL vs AEE
+813.9%
-684.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.6% | -0.6% |
| 7D | +2.9% | +0.3% | +2.6% | +2.7% |
| 30D | +17.0% | -2.3% | +19.3% | +18.4% |
| 3M | -9.7% | +0.2% | -9.9% | -10.3% |
| 6M | +8.6% | -4.7% | +13.4% | +10.5% |
| YTD | +33.0% | +8.1% | +24.9% | +25.3% |
| 1Y | +68.3% | +8.5% | +59.8% | +57.7% |
| 3Y | +0.1% | +48.9% | -48.8% | -24.6% |
| 5Y | +102.6% | +39.9% | +62.7% | +55.6% |
| 10Y | +3.8% | +186.5% | -182.7% | -52.8% |
| All | +129.3% | +813.9% | -684.6% | -48.3% |
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