+595.7%
HAL vs CRS
+10,171.0%
-9,575.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.3% |
| 7D | +2.9% | -0.2% | +3.2% | +3.0% |
| 30D | +17.0% | -16.6% | +33.7% | +26.0% |
| 3M | -9.7% | -3.5% | -6.2% | -9.9% |
| 6M | +8.6% | +15.4% | -6.8% | -1.9% |
| YTD | +33.0% | +51.2% | -18.2% | +5.7% |
| 1Y | +68.3% | +98.3% | -30.0% | +16.0% |
| 3Y | +0.1% | +651.5% | -651.4% | -65.1% |
| 5Y | +102.6% | +1,411.1% | -1,308.5% | -51.7% |
| 10Y | +3.8% | +1,424.3% | -1,420.5% | -76.7% |
| All | +595.7% | +10,171.0% | -9,575.3% | -19.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling