-14.9%
HAL vs ALL
+377.9%
-392.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.8% | +2.9% |
| 7D | +6.1% | +5.0% | +1.1% | +2.6% |
| 30D | +2.9% | +13.3% | -10.4% | -6.1% |
| 3M | +3.3% | +3.2% | +0.2% | +0.2% |
| 6M | -16.9% | +25.3% | -42.3% | -30.9% |
| YTD | +21.2% | +30.5% | -9.3% | -3.5% |
| 1Y | +27.5% | +29.2% | -1.6% | +2.1% |
| 3Y | -6.4% | +119.1% | -125.6% | -54.6% |
| 5Y | +58.0% | +162.6% | -104.6% | -39.8% |
| All | -14.9% | +377.9% | -392.8% | -75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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