+3.2%
HAL vs CAH
+297.3%
-294.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.7% | -1.2% | -2.1% |
| 7D | -3.3% | -5.1% | +1.8% | -1.0% |
| 30D | +7.2% | -1.8% | +9.0% | +7.9% |
| 3M | -8.8% | +9.4% | -18.1% | -12.9% |
| 6M | +3.0% | +9.2% | -6.3% | -2.3% |
| YTD | +29.4% | +15.7% | +13.7% | +18.5% |
| 1Y | +62.8% | +59.7% | +3.1% | +25.3% |
| 3Y | -6.4% | +178.5% | -184.9% | -48.5% |
| 5Y | +103.6% | +398.3% | -294.6% | -20.5% |
| All | +3.2% | +297.3% | -294.0% | -60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CAH 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling