-18.6%
HAL vs HAS
+101.4%
-119.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | 0.0% |
| 7D | -12.0% | -0.2% | -11.8% | -12.0% |
| 30D | +0.3% | +31.0% | -30.7% | -10.9% |
| 3M | -1.6% | +30.7% | -32.3% | -12.7% |
| 6M | -20.5% | +23.9% | -44.4% | -28.6% |
| YTD | +14.2% | +48.3% | -34.1% | -6.9% |
| 1Y | +18.9% | +60.2% | -41.4% | -6.7% |
| 3Y | -13.7% | +189.2% | -202.9% | -50.5% |
| 5Y | +42.2% | +50.4% | -8.2% | +8.6% |
| All | -18.6% | +101.4% | -119.9% | -46.5% |
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