-17.4%
HAL vs ALB
+34.2%
-51.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.1% |
| 7D | +2.6% | -3.6% | +6.2% | +3.9% |
| 30D | -0.1% | -2.9% | +2.8% | +0.5% |
| 3M | -1.1% | -25.8% | +24.7% | +8.4% |
| 6M | -20.7% | -53.6% | +32.8% | +0.8% |
| YTD | +17.5% | -32.4% | +49.9% | +27.2% |
| 1Y | +24.1% | -13.0% | +37.1% | +21.8% |
| 3Y | -8.4% | -15.0% | +6.6% | -21.3% |
| 5Y | +53.2% | -63.5% | +116.8% | +78.6% |
| All | -17.4% | +34.2% | -51.7% | -58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 10y: compounded portfolio wealth divided by compounded ALB 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…
10y analysis · Full analysis span regression · 6 months rolling