+105.3%
HAL vs AG
+64.2%
+41.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.4% |
| 7D | +2.9% | +1.0% | +1.9% | +2.8% |
| 30D | +17.0% | +19.2% | -2.1% | +14.4% |
| 3M | -9.7% | +6.2% | -15.8% | -10.9% |
| 6M | +8.6% | -26.7% | +35.3% | +11.6% |
| YTD | +33.0% | +26.1% | +6.9% | +25.1% |
| 1Y | +68.3% | +131.7% | -63.3% | +41.3% |
| 3Y | +0.1% | +255.3% | -255.2% | -26.7% |
| All | +105.3% | +64.2% | +41.1% | +79.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling