+6.4%
HAL vs COO
+45.8%
-39.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | +0.4% |
| 7D | +0.5% | -2.3% | +2.8% | +1.4% |
| 30D | +15.9% | -8.8% | +24.7% | +20.3% |
| 3M | -8.7% | +1.3% | -10.1% | -9.9% |
| 6M | +9.0% | -11.6% | +20.6% | +13.3% |
| YTD | +32.0% | -17.4% | +49.4% | +41.3% |
| 1Y | +72.5% | -1.6% | +74.1% | +69.5% |
| 3Y | -4.5% | -22.6% | +18.1% | +0.3% |
| 5Y | +109.7% | -40.3% | +150.0% | +145.1% |
| All | +6.4% | +45.8% | -39.4% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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