+63.9%
HAL vs CAH
+57.9%
+6.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.7% |
| 7D | -3.3% | -5.1% | +1.8% | -3.6% |
| 30D | +8.2% | +0.2% | +8.0% | +8.2% |
| 3M | -9.4% | +6.3% | -15.7% | -9.0% |
| 6M | +0.6% | +9.4% | -8.8% | +1.3% |
| YTD | +28.6% | +15.0% | +13.6% | +30.0% |
| 1Y | +63.9% | +55.4% | +8.5% | +57.1% |
| All | +63.9% | +57.9% | +6.0% | +57.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling