-14.9%
HAL vs P
+652.0%
-666.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.9% | +5.0% | +3.6% |
| 7D | +6.1% | +11.6% | -5.5% | +3.4% |
| 30D | +2.9% | -23.7% | +26.6% | +8.5% |
| 3M | +3.3% | -8.0% | +11.3% | +3.1% |
| 6M | -16.9% | +27.9% | -44.8% | -25.0% |
| YTD | +21.2% | +61.2% | -40.0% | +1.3% |
| 1Y | +27.5% | +28.6% | -1.1% | +10.7% |
| 3Y | -6.4% | +200.5% | -206.9% | -43.1% |
| 5Y | +58.0% | +282.9% | -224.9% | -16.6% |
| All | -14.9% | +652.0% | -666.9% | -66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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