-2.5%
HAL vs AR
+40.7%
-43.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.3% |
| 7D | +2.9% | +2.5% | +0.4% | +1.9% |
| 30D | +17.0% | +14.8% | +2.2% | +11.0% |
| 3M | -9.7% | +6.2% | -15.9% | -12.0% |
| 6M | +8.6% | +4.3% | +4.3% | +6.2% |
| YTD | +33.0% | +14.4% | +18.6% | +24.6% |
| 1Y | +68.3% | +21.3% | +47.0% | +53.4% |
| All | -2.5% | +40.7% | -43.2% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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