+403.9%
HAL vs AEIS
+1,982.0%
-1,578.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +11.3% | -11.2% | -2.1% |
| 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% | +6.9% |
| 6M | -19.2% | -38.6% | +19.3% | -13.9% |
| YTD | +14.4% | +4.8% | +9.5% | +7.8% |
| 1Y | +18.0% | +1.3% | +16.6% | +11.8% |
| 3Y | -9.7% | +159.2% | -168.9% | -30.9% |
| 5Y | +40.1% | +140.8% | -100.7% | +6.9% |
| 10Y | -19.1% | +349.8% | -368.9% | -45.9% |
| All | +403.9% | +1,982.0% | -1,578.1% | +101.7% |
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