+25.6%
HAL vs AIG
+6.0%
+19.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.5% | -4.6% | -3.1% |
| 7D | -7.7% | +2.3% | -10.0% | -7.7% |
| 30D | +0.7% | +8.8% | -8.1% | +0.4% |
| 3M | +2.5% | +3.7% | -1.2% | +2.4% |
| 6M | -20.7% | +6.8% | -27.4% | -20.7% |
| YTD | +18.4% | -2.6% | +21.0% | +20.4% |
| 1Y | +25.6% | +3.7% | +21.8% | +26.5% |
| All | +25.6% | +6.0% | +19.6% | +26.5% |
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