-13.7%
HAL vs B
+165.5%
-179.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.3% |
| 7D | -12.0% | +9.6% | -21.6% | -12.5% |
| 30D | +0.3% | +3.5% | -3.2% | 0.0% |
| 3M | -1.6% | -1.6% | 0.0% | -1.7% |
| 6M | -20.5% | -1.7% | -18.8% | -20.7% |
| YTD | +14.2% | -5.3% | +19.5% | +13.8% |
| 1Y | +18.9% | +27.2% | -8.4% | +13.9% |
| 3Y | -13.7% | +166.1% | -179.8% | -32.0% |
| All | -13.7% | +165.5% | -179.2% | -32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 3y: compounded portfolio wealth divided by compounded B 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…
3y analysis · Full analysis span regression · 6 months rolling