+17.4%
HAL vs CHRW
-12.5%
+29.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.9% | -2.8% | +0.1% |
| 7D | -7.9% | +0.2% | -8.1% | -7.9% |
| 30D | -2.1% | -9.4% | +7.3% | -2.0% |
| 3M | +0.4% | -13.3% | +13.7% | +0.4% |
| 6M | -19.2% | -24.2% | +4.9% | -19.2% |
| YTD | +14.4% | -18.9% | +33.2% | +11.1% |
| All | +17.4% | -12.5% | +29.9% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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