+68.3%
HAL vs AJG
-12.9%
+81.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.6% |
| 7D | +2.9% | -1.8% | +4.8% | +2.9% |
| 30D | +17.0% | +4.6% | +12.4% | +17.0% |
| 3M | -9.7% | +24.9% | -34.6% | -10.0% |
| 6M | +8.6% | +17.2% | -8.6% | +9.0% |
| YTD | +33.0% | +2.2% | +30.8% | +37.3% |
| 1Y | +68.3% | -11.5% | +79.8% | +83.4% |
| All | +68.3% | -12.9% | +81.2% | +83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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