+435.5%
HAL vs ALL
+3,598.8%
-3,163.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.5% | +4.2% | +1.9% |
| 7D | -12.0% | -1.9% | -10.0% | -11.3% |
| 30D | +0.3% | +13.8% | -13.5% | -6.2% |
| 3M | -1.6% | -7.0% | +5.4% | +1.3% |
| 6M | -20.5% | +18.0% | -38.5% | -27.8% |
| YTD | +14.2% | +24.2% | -10.0% | +0.2% |
| 1Y | +18.9% | +31.2% | -12.3% | +1.3% |
| 3Y | -13.7% | +107.5% | -121.3% | -43.3% |
| 5Y | +42.2% | +144.8% | -102.6% | -15.5% |
| 10Y | -16.7% | +375.8% | -392.5% | -61.2% |
| All | +435.5% | +3,598.8% | -3,163.3% | +28.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling