-3.8%
HAL vs HLT
+99.5%
-103.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.6% |
| 7D | -1.3% | -1.5% | +0.1% | -0.9% |
| 30D | +10.9% | -1.2% | +12.1% | +11.2% |
| 3M | -5.8% | -10.3% | +4.5% | -2.7% |
| 6M | +8.1% | +1.3% | +6.9% | +5.2% |
| YTD | +33.2% | +7.0% | +26.2% | +25.6% |
| 1Y | +74.2% | +11.9% | +62.3% | +59.8% |
| All | -3.8% | +99.5% | -103.3% | -26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling