-6.4%
HAL vs AA
+67.6%
-74.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.8% | +4.9% | +3.5% |
| 7D | +6.1% | +0.5% | +5.6% | +5.9% |
| 30D | +2.9% | -0.6% | +3.5% | +2.8% |
| 3M | +3.3% | -19.7% | +23.0% | +8.4% |
| 6M | -16.9% | -41.6% | +24.7% | -6.6% |
| YTD | +21.2% | -24.6% | +45.8% | +24.9% |
| 1Y | +27.5% | +4.9% | +22.7% | +19.1% |
| 3Y | -6.4% | +66.8% | -73.3% | -28.1% |
| All | -6.4% | +67.6% | -74.0% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 3y: compounded portfolio wealth divided by compounded AA 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…
3y analysis · Full analysis span regression · 6 months rolling