-8.8%
HAL vs CI
+8.8%
-17.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.6% | +3.9% | +3.4% |
| 7D | -0.2% | -1.3% | +1.1% | -0.1% |
| 30D | +1.0% | +6.4% | -5.4% | +0.5% |
| 3M | -2.1% | +10.7% | -12.8% | -2.9% |
| 6M | -17.5% | +5.5% | -22.9% | -17.9% |
| YTD | +18.1% | +11.4% | +6.8% | +16.9% |
| 1Y | +19.7% | +15.0% | +4.7% | +18.1% |
| All | -8.8% | +8.8% | -17.6% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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