+72.5%
HAL vs ALB
+59.9%
+12.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.3% | -0.9% |
| 7D | +0.5% | -4.4% | +4.9% | +0.8% |
| 30D | +15.9% | -1.2% | +17.1% | +16.0% |
| 3M | -8.7% | -13.3% | +4.6% | -7.9% |
| 6M | +9.0% | -19.8% | +28.8% | +10.4% |
| YTD | +32.0% | -7.9% | +39.9% | +34.5% |
| 1Y | +72.5% | +60.2% | +12.3% | +76.0% |
| All | +72.5% | +59.9% | +12.6% | +76.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling