+595.7%
HAL vs LOW
+35,323.5%
-34,727.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -1.0% |
| 7D | +2.9% | -1.7% | +4.7% | +3.5% |
| 30D | +17.0% | -7.0% | +24.1% | +19.5% |
| 3M | -9.7% | -0.9% | -8.8% | -10.1% |
| 6M | +8.6% | -20.1% | +28.7% | +14.9% |
| YTD | +33.0% | -13.9% | +46.9% | +37.2% |
| 1Y | +68.3% | -21.1% | +89.5% | +78.1% |
| 3Y | +0.1% | -6.6% | +6.7% | -0.5% |
| 5Y | +102.6% | +9.4% | +93.3% | +88.9% |
| 10Y | +3.8% | +220.5% | -216.7% | -28.9% |
| All | +595.7% | +35,323.5% | -34,727.7% | +99.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling