+218.9%
CRWD vs HAL
+102.8%
+116.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.4% | +1.1% |
| 7D | -2.8% | -3.3% | +0.4% | -2.2% |
| 30D | -5.9% | +7.2% | -13.1% | -7.3% |
| 3M | +29.0% | -8.8% | +37.8% | +31.1% |
| 6M | +91.5% | +3.0% | +88.5% | +89.0% |
| YTD | +78.2% | +29.4% | +48.8% | +66.6% |
| 1Y | +96.6% | +62.8% | +33.8% | +73.6% |
| 3Y | +397.0% | -6.4% | +403.5% | +379.2% |
| 5Y | +218.9% | +103.6% | +115.2% | +213.9% |
| All | +218.9% | +102.8% | +116.1% | +213.9% |
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