-3.8%
HAL vs HBM
+488.2%
-492.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | +2.9% | -6.4% | +9.3% | +3.9% |
| 30D | +17.0% | +5.9% | +11.1% | +15.8% |
| 3M | -9.7% | -8.9% | -0.7% | -8.8% |
| 6M | +8.6% | +10.7% | -2.0% | +4.9% |
| YTD | +33.0% | +38.3% | -5.3% | +21.4% |
| 1Y | +68.3% | +121.3% | -53.0% | +35.9% |
| All | -3.8% | +488.2% | -492.1% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 3y: compounded portfolio wealth divided by compounded HBM 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…
3y analysis · Full analysis span regression · 6 months rolling