-20.8%
HAL vs HAS
+102.6%
-123.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.4% |
| 7D | -6.5% | +3.3% | -9.8% | -7.8% |
| 30D | -2.1% | +30.5% | -32.7% | -12.9% |
| 3M | -4.9% | +29.9% | -34.7% | -15.3% |
| 6M | -19.3% | +26.5% | -45.8% | -28.2% |
| YTD | +14.3% | +51.9% | -37.6% | -7.7% |
| 1Y | +17.3% | +60.9% | -43.6% | -8.0% |
| 3Y | -10.9% | +215.0% | -225.9% | -50.9% |
| 5Y | +47.4% | +51.5% | -4.1% | +12.5% |
| 10Y | -20.8% | +102.2% | -123.0% | -49.1% |
| All | -20.8% | +102.6% | -123.4% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 10y: compounded portfolio wealth divided by compounded HAS 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…
10y analysis · Full analysis span regression · 6 months rolling