-8.8%
HAL vs CRS
+363.7%
-372.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.5% | +0.8% | +2.9% |
| 7D | -0.2% | +4.4% | -4.6% | -1.1% |
| 30D | +1.0% | -19.1% | +20.2% | +4.5% |
| 3M | -2.1% | -43.2% | +41.1% | +8.5% |
| 6M | -17.5% | -28.9% | +11.4% | -13.8% |
| YTD | +18.1% | -3.0% | +21.1% | +12.3% |
| 1Y | +19.7% | -5.3% | +25.0% | +14.3% |
| All | -8.8% | +363.7% | -372.5% | -41.3% |
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