+622.7%
HAL vs ALB
+2,214.8%
-1,592.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.1% | -0.6% |
| 7D | -12.0% | +9.1% | -21.0% | -15.0% |
| 30D | +0.3% | -3.4% | +3.7% | +1.2% |
| 3M | -1.6% | -20.6% | +19.0% | +6.3% |
| 6M | -20.5% | -48.2% | +27.7% | -0.1% |
| YTD | +14.2% | -29.2% | +43.5% | +23.0% |
| 1Y | +18.9% | +10.0% | +8.9% | +6.1% |
| 3Y | -13.7% | -12.9% | -0.8% | -27.0% |
| 5Y | +42.2% | -61.3% | +103.5% | +57.9% |
| 10Y | -16.7% | +35.8% | -52.5% | -51.2% |
| All | +622.7% | +2,214.8% | -1,592.0% | +102.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling