+68.3%
HAL vs AIG
-4.5%
+72.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.3% | -0.5% |
| 7D | +2.9% | -0.9% | +3.9% | +3.1% |
| 30D | +17.0% | -4.9% | +21.9% | +17.8% |
| 3M | -9.7% | +4.5% | -14.1% | -10.7% |
| 6M | +8.6% | -1.4% | +10.1% | +9.1% |
| YTD | +33.0% | -9.8% | +42.8% | +37.2% |
| 1Y | +68.3% | -4.5% | +72.8% | +72.7% |
| All | +68.3% | -4.5% | +72.8% | +72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 1y: compounded portfolio wealth divided by compounded AIG 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…
1y analysis · Full analysis span regression · 6 months rolling