+19.7%
HAL vs P
+17.1%
+2.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.4% | -1.1% | +3.2% |
| 7D | -0.2% | -4.7% | +4.5% | -0.1% |
| 30D | +1.0% | -31.4% | +32.4% | +1.2% |
| 3M | -2.1% | -2.6% | +0.5% | -1.9% |
| 6M | -17.5% | +21.9% | -39.4% | -17.4% |
| YTD | +18.1% | +58.9% | -40.8% | +17.8% |
| 1Y | +19.7% | +21.7% | -2.0% | +18.7% |
| All | +19.7% | +17.1% | +2.6% | +18.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling