-16.8%
HAL vs AEIS
+375.1%
-391.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.5% | -1.1% | +1.8% |
| 7D | -0.2% | +9.5% | -9.7% | -4.0% |
| 30D | +1.0% | -17.5% | +18.5% | +6.4% |
| 3M | -2.1% | -29.3% | +27.2% | +7.7% |
| 6M | -17.5% | -34.7% | +17.2% | -10.0% |
| YTD | +18.1% | +10.7% | +7.4% | -0.1% |
| 1Y | +19.7% | +7.4% | +12.3% | +2.2% |
| 3Y | -7.9% | +161.1% | -169.0% | -50.4% |
| 5Y | +53.1% | +150.7% | -97.7% | -21.1% |
| 10Y | -16.8% | +360.8% | -377.6% | -68.9% |
| All | -16.8% | +375.1% | -391.9% | -68.9% |
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