+111.9%
HAL vs LNG
+222.3%
-110.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -1.3% | -6.7% | +5.4% | +3.1% |
| 30D | +10.9% | +3.9% | +7.0% | +7.9% |
| 3M | -5.8% | +15.5% | -21.4% | -14.7% |
| 6M | +8.1% | +10.5% | -2.4% | 0.0% |
| YTD | +33.2% | +43.0% | -9.8% | +3.1% |
| 1Y | +74.2% | +18.9% | +55.3% | +52.6% |
| 3Y | -3.7% | +74.7% | -78.3% | -37.6% |
| 5Y | +111.9% | +231.2% | -119.3% | -17.1% |
| All | +111.9% | +222.3% | -110.4% | -17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling