-20.8%
HAL vs ALLY
+182.8%
-203.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.2% | +1.2% |
| 7D | -6.5% | -0.7% | -5.8% | -6.3% |
| 30D | -2.1% | +1.1% | -3.3% | -3.2% |
| 3M | -4.9% | -13.2% | +8.3% | +2.3% |
| 6M | -19.3% | -13.5% | -5.8% | -14.1% |
| YTD | +14.3% | -14.3% | +28.6% | +20.4% |
| 1Y | +17.3% | -1.1% | +18.5% | +13.2% |
| 3Y | -10.9% | +62.0% | -72.9% | -39.9% |
| 5Y | +47.4% | -9.6% | +57.0% | +31.9% |
| 10Y | -20.8% | +176.0% | -196.8% | -64.3% |
| All | -20.8% | +182.8% | -203.6% | -64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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