+105.3%
HAL vs CSGP
-64.7%
+170.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.2% |
| 7D | +2.9% | -4.1% | +7.0% | +3.6% |
| 30D | +17.0% | +2.3% | +14.7% | +16.2% |
| 3M | -9.7% | -8.2% | -1.5% | -8.7% |
| 6M | +8.6% | -35.1% | +43.7% | +17.3% |
| YTD | +33.0% | -54.0% | +87.0% | +53.9% |
| 1Y | +68.3% | -65.3% | +133.6% | +108.1% |
| 3Y | +0.1% | -62.6% | +62.7% | +19.7% |
| All | +105.3% | -64.7% | +170.0% | +179.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling