+103.6%
HAL vs AGI
+389.1%
-285.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.4% | +0.6% | -2.4% |
| 7D | -3.3% | -5.4% | +2.1% | -2.6% |
| 30D | +7.2% | +6.6% | +0.6% | +6.1% |
| 3M | -8.8% | +8.2% | -17.0% | -10.3% |
| 6M | +3.0% | -29.3% | +32.3% | +7.4% |
| YTD | +29.4% | -7.4% | +36.8% | +27.9% |
| 1Y | +62.8% | +7.9% | +54.9% | +55.0% |
| 3Y | -6.4% | +206.2% | -212.7% | -34.7% |
| 5Y | +103.6% | +397.6% | -294.0% | +17.6% |
| All | +103.6% | +389.1% | -285.4% | +17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling