+125.6%
HAL vs CSGP
+3,461.1%
-3,335.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.6% | -2.9% |
| 7D | -11.1% | +13.9% | -25.0% | -13.7% |
| 30D | -2.4% | +16.0% | -18.4% | -6.3% |
| 3M | +0.8% | +6.1% | -5.3% | -1.8% |
| 6M | -22.8% | -8.2% | -14.6% | -22.9% |
| YTD | +14.5% | -52.3% | +66.8% | +30.8% |
| 1Y | +20.2% | -54.5% | +74.7% | +38.5% |
| 3Y | -15.2% | -58.6% | +43.4% | -1.1% |
| 5Y | +42.5% | -61.5% | +104.0% | +64.8% |
| 10Y | -16.5% | +74.7% | -91.2% | -30.1% |
| All | +125.6% | +3,461.1% | -3,335.5% | +4.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling