+27.5%
HAL vs HAS
+58.1%
-30.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +3.9% | +3.1% |
| 7D | +6.1% | +1.4% | +4.7% | +6.2% |
| 30D | +2.9% | +26.3% | -23.4% | +4.0% |
| 3M | +3.3% | +25.6% | -22.3% | +4.2% |
| 6M | -16.9% | +30.3% | -47.2% | -14.6% |
| YTD | +21.2% | +50.4% | -29.2% | +18.1% |
| 1Y | +27.5% | +57.7% | -30.2% | +23.7% |
| All | +27.5% | +58.1% | -30.5% | +23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling