+111.9%
HAL vs AIG
+53.4%
+58.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.6% |
| 7D | -1.3% | -1.4% | +0.1% | -0.5% |
| 30D | +10.9% | -3.3% | +14.2% | +13.0% |
| 3M | -5.8% | +2.2% | -8.0% | -7.7% |
| 6M | +8.1% | -2.1% | +10.2% | +8.0% |
| YTD | +33.2% | -11.2% | +44.4% | +41.0% |
| 1Y | +74.2% | -2.1% | +76.3% | +72.0% |
| 3Y | -3.7% | +34.4% | -38.1% | -24.6% |
| 5Y | +111.9% | +53.7% | +58.2% | +42.8% |
| All | +111.9% | +53.4% | +58.5% | +42.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling