+523.4%
HAL vs ALL
+3,667.9%
-3,144.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.8% | +0.1% |
| 7D | +2.9% | 0.0% | +2.9% | +2.9% |
| 30D | +17.0% | -1.5% | +18.5% | +17.7% |
| 3M | -9.7% | +23.6% | -33.3% | -19.4% |
| 6M | +8.6% | +22.3% | -13.7% | -2.9% |
| YTD | +33.0% | +26.5% | +6.5% | +16.2% |
| 1Y | +68.3% | +27.0% | +41.3% | +46.3% |
| 3Y | +0.1% | +149.6% | -149.5% | -40.0% |
| 5Y | +102.6% | +118.1% | -15.5% | +28.2% |
| 10Y | +3.8% | +369.0% | -365.1% | -51.1% |
| All | +523.4% | +3,667.9% | -3,144.4% | +49.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling