+3.2%
HAL vs AGI
+388.9%
-385.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.3% | +0.5% | -2.5% |
| 7D | -3.3% | -5.3% | +2.0% | -2.6% |
| 30D | +7.2% | +6.8% | +0.5% | +6.2% |
| 3M | -8.8% | +8.3% | -17.1% | -10.2% |
| 6M | +3.0% | -29.2% | +32.2% | +6.5% |
| YTD | +29.4% | -7.3% | +36.7% | +28.3% |
| 1Y | +62.8% | +8.0% | +54.8% | +57.2% |
| 3Y | -6.4% | +206.6% | -213.0% | -24.3% |
| 5Y | +103.6% | +398.1% | -294.5% | +51.6% |
| All | +3.2% | +388.9% | -385.7% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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