+109.7%
HAL vs HBM
+369.9%
-260.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.8% | -6.5% | -2.2% |
| 7D | +0.5% | +7.4% | -6.9% | -1.4% |
| 30D | +15.9% | +5.1% | +10.9% | +14.0% |
| 3M | -8.7% | +11.1% | -19.8% | -12.7% |
| 6M | +9.0% | +30.2% | -21.2% | -2.7% |
| YTD | +32.0% | +46.2% | -14.2% | +11.8% |
| 1Y | +72.5% | +120.0% | -47.6% | +25.5% |
| 3Y | -4.5% | +527.4% | -532.0% | -56.8% |
| 5Y | +109.7% | +400.4% | -290.7% | -2.0% |
| All | +109.7% | +369.9% | -260.2% | -2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling