-14.9%
HAL vs AGI
+389.5%
-404.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.2% |
| 7D | +6.1% | -10.1% | +16.2% | +7.4% |
| 30D | +2.9% | -6.5% | +9.4% | +3.4% |
| 3M | +3.3% | -12.8% | +16.2% | +4.5% |
| 6M | -16.9% | -34.3% | +17.4% | -13.4% |
| YTD | +21.2% | -25.6% | +46.8% | +23.0% |
| 1Y | +27.5% | -14.2% | +41.8% | +26.8% |
| 3Y | -6.4% | +127.3% | -133.7% | -21.4% |
| 5Y | +58.0% | +241.8% | -183.8% | +22.8% |
| All | -14.9% | +389.5% | -404.4% | -37.1% |
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