+68.3%
HAL vs COMP
+22.2%
+46.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.5% |
| 7D | +2.9% | +1.4% | +1.6% | +3.1% |
| 30D | +17.0% | -13.3% | +30.4% | +15.8% |
| 3M | -9.7% | +41.1% | -50.8% | -7.9% |
| 6M | +8.6% | +17.2% | -8.5% | +12.6% |
| YTD | +33.0% | +5.2% | +27.8% | +38.7% |
| 1Y | +68.3% | +18.9% | +49.4% | +74.0% |
| All | +68.3% | +22.2% | +46.1% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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