+486.0%
HAL vs AEIS
+2,566.8%
-2,080.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -1.1% |
| 7D | +2.9% | +3.0% | 0.0% | +2.3% |
| 30D | +17.0% | -14.6% | +31.7% | +20.4% |
| 3M | -9.7% | -12.4% | +2.8% | -8.9% |
| 6M | +8.6% | -15.0% | +23.6% | +8.9% |
| YTD | +33.0% | +34.3% | -1.3% | +20.8% |
| 1Y | +68.3% | +87.4% | -19.1% | +41.8% |
| 3Y | +0.1% | +139.8% | -139.7% | -21.4% |
| 5Y | +102.6% | +220.7% | -118.1% | +47.7% |
| 10Y | +3.8% | +531.6% | -527.8% | -34.1% |
| All | +486.0% | +2,566.8% | -2,080.8% | +125.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling