+109.7%
HAL vs LH
+31.3%
+78.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | +0.5% | -0.8% | +1.3% | +0.7% |
| 30D | +15.9% | +2.0% | +13.9% | +15.4% |
| 3M | -8.7% | +24.3% | -33.0% | -13.5% |
| 6M | +9.0% | +21.1% | -12.0% | +3.7% |
| YTD | +32.0% | +30.4% | +1.6% | +23.0% |
| 1Y | +72.5% | +18.4% | +54.1% | +64.4% |
| 3Y | -4.5% | +65.5% | -70.0% | -17.8% |
| 5Y | +109.7% | +29.9% | +79.8% | +78.0% |
| All | +109.7% | +31.3% | +78.4% | +78.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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