+3.2%
HAL vs ALB
+74.5%
-71.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.9% | +0.9% |
| 7D | +2.9% | -8.1% | +11.0% | +5.8% |
| 30D | +17.0% | +6.3% | +10.8% | +14.3% |
| 3M | -9.7% | -23.6% | +13.9% | -2.0% |
| 6M | +8.6% | -24.6% | +33.2% | +16.3% |
| YTD | +33.0% | -10.3% | +43.3% | +31.7% |
| 1Y | +68.3% | +61.5% | +6.9% | +30.2% |
| 3Y | +0.1% | -34.0% | +34.1% | -1.0% |
| 5Y | +102.6% | -44.6% | +147.2% | +99.6% |
| All | +3.2% | +74.5% | -71.3% | -52.4% |
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