+1.4%
AAL vs HAL
+72.7%
-71.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | +0.4% |
| 7D | -1.3% | -1.3% | 0.0% | -1.5% |
| 30D | -13.7% | +10.9% | -24.6% | -12.1% |
| 3M | -8.2% | -5.8% | -2.3% | -7.5% |
| 6M | +13.1% | +8.1% | +5.0% | +11.6% |
| YTD | -15.6% | +33.2% | -48.8% | -18.0% |
| 1Y | +1.4% | +74.2% | -72.8% | -3.9% |
| All | +1.4% | +72.7% | -71.3% | -3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling