-3.8%
HAL vs AU
+604.2%
-607.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.2% | +0.9% |
| 7D | -1.3% | +0.6% | -2.0% | -1.3% |
| 30D | +10.9% | +12.3% | -1.4% | +10.6% |
| 3M | -5.8% | +29.4% | -35.2% | -6.4% |
| 6M | +8.1% | +3.2% | +4.9% | +8.0% |
| YTD | +33.2% | +31.8% | +1.4% | +31.5% |
| 1Y | +74.2% | +83.4% | -9.2% | +67.9% |
| All | -3.8% | +604.2% | -607.9% | -22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 3y: compounded portfolio wealth divided by compounded AU 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…
3y analysis · Full analysis span regression · 6 months rolling