-13.5%
HAL vs CSGP
-58.5%
+45.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.6% | -3.1% |
| 7D | -11.1% | +13.9% | -25.0% | -12.8% |
| 30D | -2.4% | +16.0% | -18.4% | -5.3% |
| 3M | +0.8% | +6.1% | -5.3% | -1.2% |
| 6M | -22.8% | -8.2% | -14.6% | -22.4% |
| YTD | +14.5% | -52.3% | +66.8% | +34.6% |
| 1Y | +20.2% | -54.5% | +74.7% | +43.3% |
| All | -13.5% | -58.5% | +45.0% | +0.7% |
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