-14.9%
HAL vs CB
+250.2%
-265.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +2.3% |
| 7D | +6.1% | +2.9% | +3.2% | +3.8% |
| 30D | +2.9% | +7.3% | -4.4% | -2.7% |
| 3M | +3.3% | +9.4% | -6.1% | -4.0% |
| 6M | -16.9% | +19.6% | -36.5% | -28.9% |
| YTD | +21.2% | +21.5% | -0.3% | +1.7% |
| 1Y | +27.5% | +28.0% | -0.5% | +2.5% |
| 3Y | -6.4% | +74.9% | -81.3% | -44.2% |
| 5Y | +58.0% | +108.1% | -50.1% | -20.6% |
| All | -14.9% | +250.2% | -265.1% | -67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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