+264.3%
HAL vs AU
+793.6%
-529.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.1% |
| 7D | +2.9% | -3.6% | +6.6% | +3.6% |
| 30D | +17.0% | +23.9% | -6.8% | +11.9% |
| 3M | -9.7% | +19.1% | -28.7% | -13.6% |
| 6M | +8.6% | -0.2% | +8.8% | +6.1% |
| YTD | +33.0% | +32.5% | +0.5% | +21.7% |
| 1Y | +68.3% | +96.9% | -28.6% | +40.3% |
| 3Y | +0.1% | +614.7% | -614.6% | -39.4% |
| 5Y | +102.6% | +647.7% | -545.1% | +17.8% |
| 10Y | +3.8% | +679.2% | -675.4% | -47.7% |
| All | +264.3% | +793.6% | -529.3% | +31.3% |
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