-14.9%
HAL vs O
+80.9%
-95.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.9% | +3.5% |
| 7D | +6.1% | -0.4% | +6.5% | +6.3% |
| 30D | +2.9% | +7.1% | -4.2% | -1.5% |
| 3M | +3.3% | -5.2% | +8.6% | +6.3% |
| 6M | -16.9% | -1.8% | -15.1% | -16.8% |
| YTD | +21.2% | +9.1% | +12.1% | +13.5% |
| 1Y | +27.5% | +9.7% | +17.9% | +19.0% |
| 3Y | -6.4% | +39.1% | -45.6% | -26.9% |
| 5Y | +58.0% | +8.4% | +49.7% | +43.3% |
| All | -14.9% | +80.9% | -95.7% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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