-6.4%
HAL vs AGI
+127.5%
-133.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.1% |
| 7D | +6.1% | -10.1% | +16.2% | +6.2% |
| 30D | +2.9% | -6.5% | +9.4% | +3.0% |
| 3M | +3.3% | -12.8% | +16.2% | +3.6% |
| 6M | -16.9% | -34.3% | +17.4% | -15.9% |
| YTD | +21.2% | -25.6% | +46.8% | +21.7% |
| 1Y | +27.5% | -14.2% | +41.8% | +27.6% |
| 3Y | -6.4% | +127.3% | -133.7% | -18.1% |
| All | -6.4% | +127.5% | -133.9% | -18.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling