-68.6%
AAL vs HAL
-13.9%
-54.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.1% | -4.2% | -2.3% |
| 7D | -0.1% | +6.1% | -6.2% | -2.4% |
| 30D | +11.7% | +2.9% | +8.8% | +9.9% |
| 3M | -12.5% | +3.3% | -15.9% | -14.6% |
| 6M | +3.6% | -16.9% | +20.5% | +9.0% |
| YTD | -14.1% | +21.2% | -35.3% | -24.4% |
| 1Y | +0.8% | +27.5% | -26.8% | -13.4% |
| 3Y | +11.8% | -6.4% | +18.2% | +5.3% |
| 5Y | -35.1% | +58.0% | -93.1% | -56.8% |
| All | -68.6% | -13.9% | -54.7% | -82.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 10y: compounded portfolio wealth divided by compounded HAL 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…
10y analysis · Full analysis span regression · 6 months rolling