+25.6%
HAL vs CNC
+122.0%
-96.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +12.6% | -15.8% | -3.5% |
| 7D | -7.7% | +13.4% | -21.1% | -8.1% |
| 30D | +0.7% | +18.2% | -17.5% | 0.0% |
| 3M | +2.5% | +18.6% | -16.2% | +1.6% |
| 6M | -20.7% | +41.9% | -62.6% | -22.3% |
| YTD | +18.4% | +84.7% | -66.3% | +13.6% |
| 1Y | +25.6% | +110.5% | -84.9% | +20.4% |
| All | +25.6% | +122.0% | -96.4% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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