+88.4%
HAL vs ALHC
-28.9%
+117.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.9% | -0.6% | +3.5% | +2.9% |
| 30D | +17.0% | -1.0% | +18.1% | +17.0% |
| 3M | -9.7% | -10.2% | +0.5% | -9.9% |
| 6M | +8.6% | -28.3% | +36.9% | +8.9% |
| YTD | +33.0% | -31.4% | +64.4% | +33.4% |
| 1Y | +68.3% | -16.9% | +85.2% | +67.9% |
| 3Y | +0.1% | +135.5% | -135.4% | -5.1% |
| 5Y | +102.6% | -33.6% | +136.3% | +99.3% |
| All | +88.4% | -28.9% | +117.3% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling