-16.8%
HAL vs ALLE
+212.2%
-228.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.8% | +2.5% | +2.9% |
| 7D | -0.2% | -0.8% | +0.6% | +0.3% |
| 30D | +1.0% | +27.4% | -26.3% | -13.0% |
| 3M | -2.1% | +13.8% | -16.0% | -10.2% |
| 6M | -17.5% | +45.5% | -63.0% | -36.0% |
| YTD | +18.1% | +21.4% | -3.3% | +1.4% |
| 1Y | +19.7% | +15.4% | +4.4% | +6.1% |
| 3Y | -7.9% | +91.7% | -99.6% | -43.9% |
| 5Y | +53.1% | +54.5% | -1.5% | +4.4% |
| 10Y | -16.8% | +210.5% | -227.3% | -60.2% |
| All | -16.8% | +212.2% | -228.9% | -60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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