+113.6%
C vs HAL
+58.8%
+54.8%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.1% | -3.2% | -0.9% |
| 7D | +4.2% | +6.1% | -1.9% | +2.5% |
| 30D | +2.0% | +2.9% | -0.9% | +1.1% |
| 3M | -10.1% | +3.3% | -13.5% | -11.2% |
| 6M | +1.0% | -16.9% | +17.9% | +5.3% |
| YTD | +8.5% | +21.2% | -12.7% | +0.3% |
| 1Y | +25.7% | +27.5% | -1.8% | +14.4% |
| 3Y | +216.0% | -6.4% | +222.4% | +205.4% |
| All | +113.6% | +58.8% | +54.8% | +65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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