-6.4%
HAL vs CHRW
+80.1%
-86.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.1% | +3.1% | +3.1% |
| 7D | +6.1% | +7.3% | -1.2% | +5.1% |
| 30D | +2.9% | -3.6% | +6.5% | +3.2% |
| 3M | +3.3% | -9.6% | +12.9% | +4.2% |
| 6M | -16.9% | -17.0% | +0.1% | -15.9% |
| YTD | +21.2% | -15.4% | +36.6% | +20.6% |
| 1Y | +27.5% | -10.0% | +37.5% | +25.0% |
| 3Y | -6.4% | +82.2% | -88.6% | -23.6% |
| All | -6.4% | +80.1% | -86.6% | -23.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling