+595.7%
HAL vs EXC
+2,353.7%
-1,758.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.1% |
| 7D | +2.9% | +0.3% | +2.6% | +2.8% |
| 30D | +17.0% | -3.7% | +20.8% | +18.9% |
| 3M | -9.7% | -1.3% | -8.4% | -9.6% |
| 6M | +8.6% | -9.7% | +18.3% | +12.9% |
| YTD | +33.0% | +2.9% | +30.1% | +29.6% |
| 1Y | +68.3% | +4.4% | +63.9% | +62.4% |
| 3Y | +0.1% | +22.2% | -22.1% | -12.9% |
| 5Y | +102.6% | +46.7% | +55.9% | +59.5% |
| 10Y | +3.8% | +155.3% | -151.5% | -35.7% |
| All | +595.7% | +2,353.7% | -1,758.0% | +201.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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