+68.3%
HAL vs AS
-21.9%
+90.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.6% | -4.2% | -0.3% |
| 7D | +2.9% | -4.9% | +7.8% | +2.5% |
| 30D | +17.0% | -19.6% | +36.6% | +15.0% |
| 3M | -9.7% | -14.4% | +4.7% | -10.7% |
| 6M | +8.6% | -20.1% | +28.8% | +7.4% |
| YTD | +33.0% | -20.9% | +53.9% | +31.5% |
| 1Y | +68.3% | -21.9% | +90.2% | +61.1% |
| All | +68.3% | -21.9% | +90.2% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling