+33.7%
ALAB vs HAL
+70.0%
-36.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.7% | -6.2% | -6.8% |
| 7D | +3.2% | +0.5% | +2.7% | +3.1% |
| 30D | -13.6% | +15.9% | -29.5% | -16.2% |
| 3M | -16.6% | -8.7% | -7.9% | -14.9% |
| 6M | +142.3% | +9.0% | +133.3% | +136.8% |
| YTD | +73.6% | +32.0% | +41.6% | +63.2% |
| 1Y | +33.7% | +72.5% | -38.8% | +24.5% |
| All | +33.7% | +70.0% | -36.4% | +24.5% |
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 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