-2.5%
HAL vs CB
+74.5%
-77.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.2% |
| 7D | +2.9% | +0.5% | +2.4% | +2.8% |
| 30D | +17.0% | -3.1% | +20.1% | +17.8% |
| 3M | -9.7% | +9.0% | -18.6% | -12.2% |
| 6M | +8.6% | +2.9% | +5.8% | +7.4% |
| YTD | +33.0% | +10.1% | +22.9% | +28.5% |
| 1Y | +68.3% | +22.8% | +45.5% | +56.7% |
| All | -2.5% | +74.5% | -77.0% | -16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling