+232.0%
HAL vs AU
+607.0%
-375.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.5% | +4.6% | +3.4% |
| 7D | +6.1% | -7.2% | +13.3% | +7.5% |
| 30D | +2.9% | -2.9% | +5.8% | +3.0% |
| 3M | +3.3% | -8.7% | +12.0% | +4.2% |
| 6M | -16.9% | -14.1% | -2.8% | -16.2% |
| YTD | +21.2% | +4.8% | +16.4% | +15.3% |
| 1Y | +27.5% | +11.9% | +15.7% | +19.5% |
| 3Y | -6.4% | +513.8% | -520.2% | -41.7% |
| 5Y | +58.0% | +379.3% | -321.3% | +0.1% |
| 10Y | -14.6% | +837.1% | -851.7% | -59.3% |
| All | +232.0% | +607.0% | -375.0% | +24.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling