+61.2%
HAL vs COMP
-56.6%
+117.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -8.2% | +4.9% | -2.7% |
| 7D | -11.1% | -1.8% | -9.3% | -11.0% |
| 30D | -2.4% | -0.8% | -1.7% | -2.6% |
| 3M | +0.8% | -28.1% | +28.9% | +3.0% |
| 6M | -22.8% | +27.0% | -49.8% | -25.5% |
| YTD | +14.5% | -12.8% | +27.3% | +13.6% |
| 1Y | +20.2% | +4.9% | +15.3% | +16.9% |
| 3Y | -15.2% | +321.0% | -336.2% | -30.7% |
| 5Y | +42.5% | -25.6% | +68.1% | +27.6% |
| All | +61.2% | -56.6% | +117.8% | +49.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling