+3.2%
HAL vs LNG
+561.0%
-557.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.5% | -3.4% |
| 7D | -3.3% | -4.5% | +1.2% | 0.0% |
| 30D | +7.2% | +4.7% | +2.5% | +3.2% |
| 3M | -8.8% | +15.1% | -23.9% | -18.7% |
| 6M | +3.0% | +13.6% | -10.6% | -8.2% |
| YTD | +29.4% | +44.0% | -14.6% | -4.8% |
| 1Y | +62.8% | +18.4% | +44.5% | +39.4% |
| 3Y | -6.4% | +75.9% | -82.3% | -43.9% |
| 5Y | +103.6% | +231.7% | -128.0% | -31.4% |
| All | +3.2% | +561.0% | -557.8% | -79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LNG.
Daily Out/Under-Performance
Portfolio return minus LNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNG 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 10y: compounded portfolio wealth divided by compounded LNG 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…
10y analysis · Full analysis span regression · 6 months rolling