+35.2%
HAL vs ADVB
-97.4%
+132.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | +0.1% |
| 7D | -7.9% | -1.2% | -6.7% | -7.9% |
| 30D | -2.1% | -61.4% | +59.3% | -0.4% |
| 3M | +0.4% | -67.8% | +68.3% | +2.3% |
| 6M | -19.2% | -66.9% | +47.6% | -18.3% |
| YTD | +14.4% | -64.9% | +79.3% | +14.4% |
| 1Y | +18.0% | -74.8% | +92.7% | +19.5% |
| All | +35.2% | -97.4% | +132.6% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 10y: compounded portfolio wealth divided by compounded ADVB 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…
10y analysis · Full analysis span regression · 6 months rolling