-9.7%
HAL vs ACGL
+35.1%
-44.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | -7.9% | -1.1% | -6.8% | -7.7% |
| 30D | -2.1% | +13.1% | -15.2% | -4.6% |
| 3M | +0.4% | +9.8% | -9.4% | -1.6% |
| 6M | -19.2% | +15.3% | -34.5% | -21.9% |
| YTD | +14.4% | +12.7% | +1.6% | +10.8% |
| 1Y | +18.0% | +20.7% | -2.7% | +11.9% |
| 3Y | -9.7% | +34.3% | -44.0% | -11.3% |
| All | -9.7% | +35.1% | -44.8% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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