+1,325.8%
CRWD vs HAL
+89.4%
+1,236.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | -3.0% | -3.3% | +0.3% | -2.4% |
| 30D | -6.8% | +8.2% | -14.9% | -8.2% |
| 3M | +19.6% | -9.4% | +29.0% | +21.5% |
| 6M | +87.1% | +0.6% | +86.4% | +85.8% |
| YTD | +76.4% | +28.6% | +47.8% | +66.7% |
| 1Y | +90.8% | +63.9% | +26.9% | +71.3% |
| 3Y | +380.0% | -7.1% | +387.1% | +370.4% |
| 5Y | +215.6% | +102.3% | +113.3% | +164.2% |
| All | +1,325.8% | +89.4% | +1,236.4% | +919.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling