+25.6%
HAL vs CF
+35.9%
-10.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.4% | +1.3% | -1.9% |
| 7D | -7.7% | -6.9% | -0.8% | -5.9% |
| 30D | +0.7% | -3.7% | +4.4% | +1.8% |
| 3M | +2.5% | -5.0% | +7.4% | +3.9% |
| 6M | -20.7% | -10.5% | -10.2% | -18.8% |
| YTD | +18.4% | +46.5% | -28.1% | -1.7% |
| 1Y | +25.6% | +34.8% | -9.2% | +6.8% |
| All | +25.6% | +35.9% | -10.3% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 CF 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