-10.9%
HAL vs ALLE
+92.8%
-103.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.5% | +0.1% |
| 7D | -6.5% | +0.1% | -6.6% | -6.5% |
| 30D | -2.1% | +25.9% | -28.0% | -8.0% |
| 3M | -4.9% | +14.9% | -19.7% | -8.4% |
| 6M | -19.3% | +42.1% | -61.4% | -27.8% |
| YTD | +14.3% | +20.4% | -6.1% | +8.8% |
| 1Y | +17.3% | +14.9% | +2.4% | +14.0% |
| 3Y | -10.9% | +90.1% | -101.0% | -35.8% |
| All | -10.9% | +92.8% | -103.7% | -35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling