+72.5%
HAL vs CRL
+72.1%
+0.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | -0.8% |
| 7D | +0.5% | -0.6% | +1.0% | +0.5% |
| 30D | +15.9% | +5.0% | +11.0% | +16.1% |
| 3M | -8.7% | +50.6% | -59.3% | -8.1% |
| 6M | +9.0% | +60.9% | -51.9% | +9.8% |
| YTD | +32.0% | +40.7% | -8.7% | +34.2% |
| 1Y | +72.5% | +73.3% | -0.8% | +77.1% |
| All | +72.5% | +72.1% | +0.4% | +77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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