-14.9%
HAL vs LOW
+292.8%
-307.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.1% | +3.0% | +3.1% |
| 7D | +6.1% | +1.4% | +4.7% | +5.3% |
| 30D | +2.9% | +21.7% | -18.8% | -7.6% |
| 3M | +3.3% | +5.0% | -1.7% | -0.2% |
| 6M | -16.9% | +4.6% | -21.5% | -20.8% |
| YTD | +21.2% | -3.5% | +24.7% | +19.1% |
| 1Y | +27.5% | +0.5% | +27.0% | +22.1% |
| 3Y | -6.4% | +24.8% | -31.2% | -23.2% |
| 5Y | +58.0% | +6.5% | +51.6% | +36.9% |
| All | -14.9% | +292.8% | -307.7% | -64.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling