+387.5%
HAL vs AGI
+5,459.2%
-5,071.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.3% |
| 7D | +2.9% | +0.6% | +2.3% | +2.8% |
| 30D | +17.0% | +18.2% | -1.2% | +14.3% |
| 3M | -9.7% | -4.1% | -5.5% | -9.7% |
| 6M | +8.6% | -28.7% | +37.3% | +12.2% |
| YTD | +33.0% | -4.0% | +37.0% | +31.3% |
| 1Y | +68.3% | +17.4% | +50.9% | +60.8% |
| 3Y | +0.1% | +203.0% | -202.9% | -17.6% |
| 5Y | +102.6% | +376.7% | -274.0% | +55.0% |
| 10Y | +3.8% | +407.5% | -403.7% | -26.9% |
| All | +387.5% | +5,459.2% | -5,071.6% | +172.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling