+91.5%
HALO vs AEIS
+6.2%
+85.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -11.1% | +12.5% | +1.5% |
| 7D | +0.2% | -12.7% | +12.9% | +0.4% |
| 30D | +20.3% | -28.8% | +49.2% | +21.0% |
| 3M | +56.6% | -38.0% | +94.6% | +58.0% |
| 6M | +101.9% | -45.3% | +147.2% | +105.8% |
| YTD | +93.7% | +1.1% | +92.5% | +79.4% |
| 1Y | +91.5% | +8.6% | +82.9% | +75.4% |
| All | +91.5% | +6.2% | +85.3% | +75.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling