+109.7%
HAL vs AEIS
+228.8%
-119.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.5% | -1.4% |
| 7D | +0.5% | +8.1% | -7.7% | -1.4% |
| 30D | +15.9% | -11.1% | +27.1% | +18.6% |
| 3M | -8.7% | -5.6% | -3.1% | -9.8% |
| 6M | +9.0% | -0.6% | +9.7% | +4.1% |
| YTD | +32.0% | +38.0% | -6.0% | +12.7% |
| 1Y | +72.5% | +87.2% | -14.8% | +31.8% |
| 3Y | -4.5% | +179.7% | -184.2% | -38.6% |
| 5Y | +109.7% | +241.7% | -132.1% | +22.4% |
| All | +109.7% | +228.8% | -119.1% | +22.4% |
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 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