-13.7%
HAL vs CAPR
+214.7%
-228.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.7% | -4.9% | -0.3% |
| 7D | -12.0% | +41.1% | -53.0% | -12.3% |
| 30D | +0.3% | +11.1% | -10.8% | +0.1% |
| 3M | -1.6% | +115.3% | -116.9% | -2.8% |
| 6M | -20.5% | -73.8% | +53.3% | -20.1% |
| YTD | +14.2% | -68.8% | +83.0% | +14.5% |
| 1Y | +18.9% | +43.3% | -24.5% | +14.6% |
| 3Y | -13.7% | +214.7% | -228.4% | -23.1% |
| All | -13.7% | +214.7% | -228.4% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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