+68.3%
HAL vs HLT
+13.1%
+55.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.7% |
| 7D | +2.9% | -3.3% | +6.3% | +2.6% |
| 30D | +17.0% | -4.1% | +21.1% | +16.6% |
| 3M | -9.7% | -7.9% | -1.7% | -10.2% |
| 6M | +8.6% | +2.2% | +6.5% | +7.0% |
| YTD | +33.0% | +8.5% | +24.5% | +28.8% |
| 1Y | +68.3% | +12.1% | +56.2% | +54.7% |
| All | +68.3% | +13.1% | +55.2% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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