-7.1%
HAL vs ALNY
+23.4%
-30.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.6% |
| 7D | -3.3% | -6.5% | +3.2% | -3.2% |
| 30D | +8.2% | +11.0% | -2.9% | +7.9% |
| 3M | -9.4% | -14.1% | +4.6% | -9.2% |
| 6M | +0.6% | -22.4% | +23.0% | +1.3% |
| YTD | +28.6% | -37.5% | +66.0% | +30.6% |
| 1Y | +63.9% | -46.9% | +110.8% | +67.7% |
| 3Y | -7.1% | +22.1% | -29.2% | -13.2% |
| All | -7.1% | +23.4% | -30.5% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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