+53.1%
HAL vs AR
+98.1%
-45.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.5% | +1.8% | +2.7% |
| 7D | -0.2% | +2.1% | -2.3% | -1.1% |
| 30D | +1.0% | +4.5% | -3.5% | -1.1% |
| 3M | -2.1% | +1.0% | -3.1% | -3.0% |
| 6M | -17.5% | +4.4% | -21.9% | -19.7% |
| YTD | +18.1% | +10.9% | +7.3% | +10.5% |
| 1Y | +19.7% | +8.6% | +11.2% | +12.7% |
| 3Y | -7.9% | +48.5% | -56.4% | -28.6% |
| 5Y | +53.1% | +95.7% | -42.7% | +5.9% |
| All | +53.1% | +98.1% | -45.0% | +5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling