-9.3%
HAL vs ALHC
+25.0%
-34.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | -0.5% |
| 7D | +2.6% | -0.8% | +3.4% | +2.6% |
| 30D | -0.1% | -9.6% | +9.5% | -0.1% |
| 3M | -1.1% | -44.5% | +43.4% | -1.3% |
| 6M | -20.7% | -59.2% | +38.5% | -21.0% |
| YTD | +17.5% | -62.0% | +79.5% | +17.2% |
| 1Y | +24.1% | -54.8% | +78.9% | +23.5% |
| All | -9.3% | +25.0% | -34.3% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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