+93.3%
HAL vs AU
+686.2%
-592.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.2% | -0.7% |
| 7D | -3.3% | -4.3% | +0.9% | -2.9% |
| 30D | +8.2% | +7.3% | +0.9% | +7.3% |
| 3M | -9.4% | +26.3% | -35.8% | -11.9% |
| 6M | +0.6% | +1.8% | -1.1% | -0.5% |
| YTD | +28.6% | +26.8% | +1.8% | +23.0% |
| 1Y | +63.9% | +66.7% | -2.8% | +49.6% |
| 3Y | -7.1% | +579.1% | -586.2% | -37.9% |
| All | +93.3% | +686.2% | -592.9% | +35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling