+614.7%
HAL vs O
+5,283.0%
-4,668.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.2% |
| 7D | -7.9% | +3.3% | -11.2% | -9.3% |
| 30D | -2.1% | +10.3% | -12.4% | -6.5% |
| 3M | +0.4% | -3.5% | +3.9% | +1.7% |
| 6M | -19.2% | -1.3% | -18.0% | -19.3% |
| YTD | +14.4% | +10.3% | +4.0% | +8.5% |
| 1Y | +18.0% | +10.4% | +7.6% | +11.9% |
| 3Y | -9.7% | +40.0% | -49.7% | -24.3% |
| 5Y | +40.1% | +12.4% | +27.8% | +28.9% |
| 10Y | -19.1% | +78.2% | -97.3% | -39.0% |
| All | +614.7% | +5,283.0% | -4,668.2% | +102.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling