-13.7%
HAL vs CSGP
-60.4%
+46.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.7% | +4.4% | +0.4% |
| 7D | -12.0% | +1.3% | -13.2% | -12.2% |
| 30D | +0.3% | +10.7% | -10.4% | -2.1% |
| 3M | -1.6% | +3.3% | -4.9% | -3.3% |
| 6M | -20.5% | -10.3% | -10.2% | -20.0% |
| YTD | +14.2% | -54.6% | +68.8% | +35.1% |
| 1Y | +18.9% | -54.6% | +73.5% | +40.4% |
| 3Y | -13.7% | -60.3% | +46.6% | +1.1% |
| All | -13.7% | -60.4% | +46.7% | +1.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling