+6.3%
HAL vs CAH
+304.0%
-297.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | -1.3% | -2.2% | +0.9% | -0.3% |
| 30D | +10.9% | +1.2% | +9.7% | +10.1% |
| 3M | -5.8% | +13.1% | -18.9% | -11.5% |
| 6M | +8.1% | +8.5% | -0.4% | +2.9% |
| YTD | +33.2% | +17.6% | +15.6% | +21.0% |
| 1Y | +74.2% | +60.7% | +13.5% | +33.7% |
| 3Y | -3.7% | +183.2% | -186.8% | -47.4% |
| 5Y | +111.9% | +402.2% | -290.3% | -17.5% |
| All | +6.3% | +304.0% | -297.7% | -59.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling