+59.2%
HAL vs ALHC
-66.2%
+125.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.9% | +5.0% | +3.2% |
| 7D | +6.1% | +0.3% | +5.8% | +6.1% |
| 30D | +2.9% | -10.6% | +13.5% | +3.1% |
| 3M | +3.3% | -45.3% | +48.7% | +4.5% |
| 6M | -16.9% | -59.7% | +42.8% | -15.8% |
| YTD | +21.2% | -62.7% | +83.9% | +23.0% |
| 1Y | +27.5% | -56.1% | +83.7% | +28.7% |
| 3Y | -6.4% | +21.3% | -27.7% | -10.7% |
| All | +59.2% | -66.2% | +125.4% | +78.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling