-3.4%
HAL vs O
+31.6%
-35.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.4% |
| 7D | +2.9% | -0.7% | +3.7% | +3.1% |
| 30D | +17.0% | -1.9% | +18.9% | +17.4% |
| 3M | -9.7% | +3.8% | -13.5% | -10.5% |
| 6M | +8.6% | -4.7% | +13.4% | +9.7% |
| YTD | +33.0% | +12.5% | +20.5% | +28.7% |
| 1Y | +68.3% | +10.8% | +57.5% | +63.4% |
| All | -3.4% | +31.6% | -35.0% | -14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling