+68.3%
HAL vs LOW
-20.7%
+89.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -0.5% |
| 7D | +2.9% | -1.7% | +4.7% | +2.8% |
| 30D | +17.0% | -7.0% | +24.1% | +16.2% |
| 3M | -9.7% | -0.9% | -8.8% | -10.1% |
| 6M | +8.6% | -20.1% | +28.7% | +11.5% |
| YTD | +33.0% | -13.9% | +46.9% | +34.7% |
| 1Y | +68.3% | -21.1% | +89.5% | +62.9% |
| All | +68.3% | -20.7% | +89.0% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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