+59.2%
HAL vs AU
+381.3%
-322.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.5% | +4.6% | +3.2% |
| 7D | +6.1% | -7.2% | +13.3% | +6.8% |
| 30D | +2.9% | -2.9% | +5.8% | +3.0% |
| 3M | +3.3% | -8.7% | +12.0% | +3.8% |
| 6M | -16.9% | -14.1% | -2.8% | -16.3% |
| YTD | +21.2% | +4.8% | +16.4% | +17.5% |
| 1Y | +27.5% | +11.9% | +15.7% | +22.4% |
| 3Y | -6.4% | +513.8% | -520.2% | -38.5% |
| All | +59.2% | +381.3% | -322.2% | +1.2% |
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 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