+185.3%
HALO vs AEIS
+160.8%
+24.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.1% | +3.8% | +0.1% |
| 7D | -3.4% | -0.2% | -3.2% | -3.4% |
| 30D | +4.3% | -16.4% | +20.7% | +6.3% |
| 3M | +51.8% | -11.1% | +62.9% | +51.6% |
| 6M | +57.8% | -12.0% | +69.8% | +55.9% |
| YTD | +59.0% | +30.9% | +28.1% | +44.4% |
| 1Y | +41.2% | +74.3% | -33.2% | +19.9% |
| All | +185.3% | +160.8% | +24.5% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling