-9.7%
HAL vs AEIS
+152.4%
-162.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +11.3% | -11.2% | -2.0% |
| 7D | -7.9% | +1.0% | -8.9% | -8.5% |
| 30D | -2.1% | -24.0% | +22.0% | +2.6% |
| 3M | +0.4% | -32.5% | +32.9% | +7.1% |
| 6M | -19.2% | -38.6% | +19.3% | -13.5% |
| YTD | +14.4% | +4.8% | +9.5% | +1.4% |
| 1Y | +18.0% | +1.3% | +16.6% | +5.4% |
| 3Y | -9.7% | +159.2% | -168.9% | -42.8% |
| All | -9.7% | +152.4% | -162.1% | -42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling