-17.4%
HAL vs CSGP
+61.2%
-78.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.4% |
| 7D | +2.6% | -6.1% | +8.7% | +4.3% |
| 30D | -0.1% | +0.3% | -0.4% | -1.3% |
| 3M | -1.1% | -1.3% | +0.2% | -2.6% |
| 6M | -20.7% | -8.9% | -11.8% | -20.6% |
| YTD | +17.5% | -55.2% | +72.8% | +44.6% |
| 1Y | +24.1% | -56.4% | +80.5% | +53.9% |
| 3Y | -8.4% | -62.2% | +53.8% | +16.8% |
| 5Y | +53.2% | -63.7% | +116.9% | +93.7% |
| All | -17.4% | +61.2% | -78.6% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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