+365.7%
ALAB vs HAL
+2.2%
+363.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.7% | -6.2% | -6.6% |
| 7D | +3.2% | +0.5% | +2.7% | +2.9% |
| 30D | -13.6% | +15.9% | -29.5% | -19.6% |
| 3M | -16.6% | -8.7% | -7.9% | -13.6% |
| 6M | +142.3% | +9.0% | +133.3% | +129.4% |
| YTD | +73.6% | +32.0% | +41.6% | +47.1% |
| 1Y | +33.7% | +72.5% | -38.8% | -3.9% |
| All | +365.7% | +2.2% | +363.4% | +319.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling