+109.7%
HAL vs OMC
+32.6%
+77.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.1% |
| 7D | +0.5% | -5.8% | +6.2% | +2.3% |
| 30D | +15.9% | -4.8% | +20.8% | +17.5% |
| 3M | -8.7% | +9.2% | -17.9% | -12.5% |
| 6M | +9.0% | -2.5% | +11.5% | +8.7% |
| YTD | +32.0% | +2.6% | +29.5% | +27.7% |
| 1Y | +72.5% | +5.9% | +66.5% | +63.4% |
| 3Y | -4.5% | +14.2% | -18.7% | -15.1% |
| 5Y | +109.7% | +33.2% | +76.4% | +56.8% |
| All | +109.7% | +32.6% | +77.1% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 5y: compounded portfolio wealth divided by compounded OMC 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…
5y analysis · Full analysis span regression · 6 months rolling