+24.1%
HAL vs HWM
+7.2%
+16.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.5% |
| 7D | +2.6% | +11.1% | -8.5% | +3.3% |
| 30D | -0.1% | +3.0% | -3.1% | +0.4% |
| 3M | -1.1% | -20.7% | +19.6% | -2.8% |
| 6M | -20.7% | -17.2% | -3.5% | -21.2% |
| YTD | +17.5% | +9.1% | +8.5% | +13.3% |
| 1Y | +24.1% | +9.0% | +15.1% | +20.0% |
| All | +24.1% | +7.2% | +16.9% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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