+2.6%
HAL vs AG
+68.4%
-65.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.2% |
| 7D | -3.3% | -6.7% | +3.4% | -2.3% |
| 30D | +8.2% | +2.2% | +6.0% | +7.6% |
| 3M | -9.4% | +15.7% | -25.1% | -12.1% |
| 6M | +0.6% | -23.8% | +24.4% | +2.9% |
| YTD | +28.6% | +17.6% | +10.9% | +20.9% |
| 1Y | +63.9% | +88.6% | -24.7% | +39.9% |
| 3Y | -7.1% | +253.4% | -260.6% | -33.3% |
| 5Y | +102.3% | +62.4% | +39.9% | +61.2% |
| All | +2.6% | +68.4% | -65.8% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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