-4.2%
HAL vs AS
+134.9%
-139.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.7% | -0.3% |
| 7D | -12.0% | +6.9% | -18.9% | -12.6% |
| 30D | +0.3% | +16.0% | -15.7% | -1.4% |
| 3M | -1.6% | -12.8% | +11.2% | -0.3% |
| 6M | -20.5% | -15.4% | -5.1% | -19.3% |
| YTD | +14.2% | -15.7% | +30.0% | +15.4% |
| 1Y | +18.9% | +6.1% | +12.8% | +15.1% |
| All | -4.2% | +134.9% | -139.0% | -18.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling