+60.9%
HAL vs COMP
-53.0%
+113.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.4% | +7.4% | +0.5% |
| 7D | -6.5% | +7.2% | -13.7% | -7.1% |
| 30D | -2.1% | +6.4% | -8.5% | -2.8% |
| 3M | -4.9% | -19.4% | +14.6% | -3.7% |
| 6M | -19.3% | +14.6% | -33.9% | -21.1% |
| YTD | +14.3% | -5.5% | +19.8% | +12.7% |
| 1Y | +17.3% | +13.7% | +3.7% | +13.4% |
| 3Y | -10.9% | +409.7% | -420.6% | -28.5% |
| 5Y | +47.4% | -17.0% | +64.4% | +30.6% |
| All | +60.9% | -53.0% | +113.9% | +47.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling