+35.3%
HAL vs ADVB
-97.6%
+133.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -9.5% | +6.3% | -3.1% |
| 7D | -11.1% | -28.0% | +16.9% | -10.6% |
| 30D | -2.4% | -70.2% | +67.8% | -0.3% |
| 3M | +0.8% | -76.1% | +76.9% | +3.2% |
| 6M | -22.8% | -72.3% | +49.5% | -21.6% |
| YTD | +14.5% | -67.5% | +82.0% | +14.7% |
| 1Y | +20.2% | -78.6% | +98.7% | +22.4% |
| All | +35.3% | -97.6% | +133.0% | +61.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling