-4.5%
HAL vs CRS
+653.3%
-657.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.8% | -0.1% |
| 7D | +0.5% | -3.1% | +3.5% | +1.0% |
| 30D | +15.9% | -19.6% | +35.5% | +20.7% |
| 3M | -8.7% | -8.1% | -0.6% | -8.1% |
| 6M | +9.0% | +18.6% | -9.5% | +2.6% |
| YTD | +32.0% | +45.9% | -13.8% | +17.4% |
| 1Y | +72.5% | +82.5% | -10.0% | +43.1% |
| 3Y | -4.5% | +648.9% | -653.4% | -39.5% |
| All | -4.5% | +653.3% | -657.8% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 3y: compounded portfolio wealth divided by compounded CRS 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…
3y analysis · Full analysis span regression · 6 months rolling