-14.9%
HAL vs AEIS
+332.3%
-347.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.0% | +7.1% | +4.5% |
| 7D | +6.1% | +11.5% | -5.4% | +1.7% |
| 30D | +2.9% | -15.8% | +18.7% | +7.5% |
| 3M | +3.3% | -33.3% | +36.7% | +16.1% |
| 6M | -16.9% | -35.2% | +18.3% | -9.3% |
| YTD | +21.2% | +5.0% | +16.2% | +4.3% |
| 1Y | +27.5% | +8.5% | +19.1% | +7.9% |
| 3Y | -6.4% | +152.9% | -159.3% | -49.2% |
| 5Y | +58.0% | +144.6% | -86.6% | -18.2% |
| All | -14.9% | +332.3% | -347.2% | -67.7% |
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