+17.4%
HAL vs ALLE
+15.5%
+1.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.6% | +0.3% |
| 7D | -7.9% | -0.6% | -7.3% | -7.9% |
| 30D | -2.1% | +26.6% | -28.7% | -1.0% |
| 3M | +0.4% | +13.2% | -12.7% | +1.0% |
| 6M | -19.2% | +42.9% | -62.1% | -18.4% |
| YTD | +14.4% | +21.0% | -6.7% | +17.7% |
| All | +17.4% | +15.5% | +1.9% | +20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling