+40.1%
HAL vs LEN
-2.5%
+42.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.2% | -3.1% | -0.4% |
| 7D | -7.9% | +0.6% | -8.5% | -8.0% |
| 30D | -2.1% | +19.4% | -21.5% | -5.1% |
| 3M | +0.4% | +4.5% | -4.1% | -0.7% |
| 6M | -19.2% | +4.9% | -24.2% | -20.6% |
| YTD | +14.4% | -8.9% | +23.3% | +15.2% |
| 1Y | +18.0% | -23.0% | +40.9% | +22.9% |
| 3Y | -9.7% | -16.7% | +7.0% | -9.5% |
| 5Y | +40.1% | -4.5% | +44.6% | +31.0% |
| All | +40.1% | -2.5% | +42.6% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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