+133.9%
HL vs AEIS
+93.3%
+40.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.4% | -4.9% | -3.5% |
| 7D | +1.5% | +3.0% | -1.5% | +0.3% |
| 30D | +25.1% | -14.6% | +39.7% | +32.5% |
| 3M | +22.9% | -12.4% | +35.3% | +25.0% |
| 6M | -4.9% | -15.0% | +10.1% | -3.6% |
| YTD | +7.8% | +34.3% | -26.5% | -8.2% |
| 1Y | +133.9% | +87.4% | +46.5% | +92.7% |
| All | +133.9% | +93.3% | +40.6% | +92.7% |
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 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