+7.4%
HAL vs AEIS
+545.5%
-538.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.3% |
| 7D | -1.3% | +6.5% | -7.8% | -3.7% |
| 30D | +10.9% | -9.2% | +20.1% | +14.1% |
| 3M | -5.8% | -8.3% | +2.5% | -6.8% |
| 6M | +8.1% | -6.3% | +14.4% | +3.4% |
| YTD | +33.2% | +36.5% | -3.3% | +7.1% |
| 1Y | +74.2% | +84.8% | -10.6% | +20.7% |
| 3Y | -3.7% | +176.6% | -180.3% | -47.3% |
| 5Y | +111.9% | +237.1% | -125.2% | -0.5% |
| 10Y | +7.4% | +554.7% | -547.3% | -64.4% |
| All | +7.4% | +545.5% | -538.1% | -64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 10y: compounded portfolio wealth divided by compounded AEIS 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…
10y analysis · Full analysis span regression · 6 months rolling