-17.4%
HAL vs ALL
+376.2%
-393.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -1.7% |
| 7D | +2.6% | 0.0% | +2.6% | +2.5% |
| 30D | -0.1% | +12.8% | -12.9% | -8.5% |
| 3M | -1.1% | +4.7% | -5.8% | -5.2% |
| 6M | -20.7% | +24.9% | -45.7% | -33.9% |
| YTD | +17.5% | +30.0% | -12.5% | -6.2% |
| 1Y | +24.1% | +29.9% | -5.8% | -1.1% |
| 3Y | -8.4% | +117.5% | -125.9% | -55.3% |
| 5Y | +53.2% | +161.7% | -108.4% | -41.5% |
| All | -17.4% | +376.2% | -393.7% | -76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 10y: compounded portfolio wealth divided by compounded ALL 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…
10y analysis · Full analysis span regression · 6 months rolling