+105.3%
HAL vs P
+276.6%
-171.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.8% |
| 7D | +2.9% | +6.5% | -3.6% | +2.1% |
| 30D | +17.0% | +18.8% | -1.8% | +14.0% |
| 3M | -9.7% | +26.7% | -36.4% | -13.1% |
| 6M | +8.6% | +62.2% | -53.5% | +0.1% |
| YTD | +33.0% | +48.5% | -15.5% | +23.3% |
| 1Y | +68.3% | +26.4% | +41.9% | +57.2% |
| 3Y | +0.1% | +159.4% | -159.3% | -22.9% |
| All | +105.3% | +276.6% | -171.4% | +45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling