+59.2%
HAL vs ALLE
+51.6%
+7.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.1% | +2.8% |
| 7D | +6.1% | +3.6% | +2.5% | +4.9% |
| 30D | +2.9% | +25.9% | -23.0% | -4.8% |
| 3M | +3.3% | +15.8% | -12.4% | -1.8% |
| 6M | -16.9% | +48.1% | -65.0% | -28.5% |
| YTD | +21.2% | +22.0% | -0.8% | +12.1% |
| 1Y | +27.5% | +18.0% | +9.5% | +19.6% |
| 3Y | -6.4% | +93.1% | -99.5% | -29.9% |
| All | +59.2% | +51.6% | +7.5% | +32.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling