+40.1%
HAL vs AEIS
+144.8%
-104.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +11.3% | -11.2% | -2.3% |
| 7D | -7.9% | +1.0% | -8.9% | -8.6% |
| 30D | -2.1% | -24.0% | +22.0% | +3.1% |
| 3M | +0.4% | -32.5% | +32.9% | +7.8% |
| 6M | -19.2% | -38.6% | +19.3% | -13.0% |
| YTD | +14.4% | +4.8% | +9.5% | +2.6% |
| 1Y | +18.0% | +1.3% | +16.6% | +6.7% |
| 3Y | -9.7% | +159.2% | -168.9% | -42.1% |
| 5Y | +40.1% | +140.8% | -100.7% | -9.9% |
| All | +40.1% | +144.8% | -104.7% | -9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling