+103.7%
HAL vs AEE
+879.2%
-775.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.7% | +3.6% |
| 7D | -0.2% | +0.2% | -0.4% | -0.3% |
| 30D | +1.0% | +9.7% | -8.7% | -4.4% |
| 3M | -2.1% | +5.8% | -7.9% | -5.6% |
| 6M | -17.5% | +4.5% | -21.9% | -20.3% |
| YTD | +18.1% | +15.8% | +2.3% | +6.7% |
| 1Y | +19.7% | +10.8% | +9.0% | +10.9% |
| 3Y | -7.9% | +62.8% | -70.7% | -34.1% |
| 5Y | +53.1% | +56.1% | -3.0% | +10.3% |
| 10Y | -16.8% | +216.4% | -233.2% | -64.3% |
| All | +103.7% | +879.2% | -775.6% | -56.0% |
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 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