+3.2%
HAL vs HAS
+56.8%
-53.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | +2.9% | -1.8% | +4.7% | +3.7% |
| 30D | +17.0% | +2.3% | +14.8% | +15.8% |
| 3M | -9.7% | +10.4% | -20.0% | -14.3% |
| 6M | +8.6% | -3.2% | +11.9% | +7.9% |
| YTD | +33.0% | +15.4% | +17.6% | +21.2% |
| 1Y | +68.3% | +18.8% | +49.5% | +51.0% |
| 3Y | +0.1% | +43.9% | -43.8% | -20.6% |
| 5Y | +102.6% | +13.9% | +88.7% | +74.9% |
| All | +3.2% | +56.8% | -53.6% | -21.0% |
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