-4.0%
HAL vs AS
+133.7%
-137.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -3.0% |
| 7D | -11.1% | +7.1% | -18.2% | -11.7% |
| 30D | -2.4% | +12.8% | -15.3% | -3.8% |
| 3M | +0.8% | -14.7% | +15.5% | +2.4% |
| 6M | -22.8% | -9.9% | -12.9% | -22.3% |
| YTD | +14.5% | -16.1% | +30.7% | +15.7% |
| 1Y | +20.2% | +0.2% | +20.0% | +17.5% |
| All | -4.0% | +133.7% | -137.7% | -18.3% |
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