-4.1%
HAL vs AS
+137.8%
-141.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.8% | +0.1% |
| 7D | -6.5% | +4.5% | -11.0% | -6.9% |
| 30D | -2.1% | +13.2% | -15.3% | -3.5% |
| 3M | -4.9% | -11.9% | +7.1% | -3.7% |
| 6M | -19.3% | -11.6% | -7.7% | -18.5% |
| YTD | +14.3% | -14.7% | +29.0% | +15.3% |
| 1Y | +17.3% | +5.7% | +11.6% | +13.8% |
| All | -4.1% | +137.8% | -141.9% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling