-6.4%
HAL vs ALB
-14.4%
+8.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.4% | +4.5% | +3.4% |
| 7D | +6.1% | -5.8% | +11.9% | +7.2% |
| 30D | +2.9% | -4.5% | +7.4% | +3.5% |
| 3M | +3.3% | -28.1% | +31.4% | +9.1% |
| 6M | -16.9% | -53.2% | +36.3% | -5.7% |
| YTD | +21.2% | -33.3% | +54.5% | +26.9% |
| 1Y | +27.5% | -17.4% | +45.0% | +27.7% |
| 3Y | -6.4% | -14.1% | +7.7% | -16.8% |
| All | -6.4% | -14.4% | +8.0% | -16.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling