+2.9%
HAL vs ALLY
+191.1%
-188.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.8% |
| 7D | +2.9% | +3.7% | -0.7% | +0.8% |
| 30D | +17.0% | -2.3% | +19.3% | +18.3% |
| 3M | -9.7% | +3.8% | -13.5% | -12.4% |
| 6M | +8.6% | +9.7% | -1.1% | +0.4% |
| YTD | +33.0% | -1.4% | +34.4% | +30.1% |
| 1Y | +68.3% | +8.2% | +60.1% | +54.4% |
| 3Y | +0.1% | +66.5% | -66.4% | -33.2% |
| 5Y | +102.6% | +1.2% | +101.4% | +71.4% |
| All | +2.9% | +191.1% | -188.3% | -55.4% |
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