+595.7%
HAL vs AIG
-21.5%
+617.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.3% | -0.4% |
| 7D | +2.9% | -0.9% | +3.9% | +3.2% |
| 30D | +17.0% | -4.9% | +21.9% | +18.5% |
| 3M | -9.7% | +4.5% | -14.1% | -10.9% |
| 6M | +8.6% | -1.4% | +10.1% | +8.5% |
| YTD | +33.0% | -9.8% | +42.8% | +35.7% |
| 1Y | +68.3% | -4.5% | +72.8% | +69.0% |
| 3Y | +0.1% | +37.4% | -37.3% | -8.3% |
| 5Y | +102.6% | +55.0% | +47.7% | +81.0% |
| 10Y | +3.8% | +63.7% | -59.8% | -7.6% |
| All | +595.7% | -21.5% | +617.3% | +334.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling