+24.5%
ALAB vs HAL
+25.6%
-1.1%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.1% | -1.3% | -3.7% |
| 7D | -24.9% | -7.7% | -17.2% | -23.5% |
| 30D | -38.4% | +0.7% | -39.1% | -38.1% |
| 3M | -38.3% | +2.5% | -40.7% | -38.3% |
| 6M | +10.9% | -20.7% | +31.6% | +17.5% |
| YTD | +34.2% | +18.4% | +15.8% | +28.3% |
| 1Y | +24.5% | +25.6% | -1.1% | +14.8% |
| All | +24.5% | +25.6% | -1.1% | +14.8% |
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