+53.1%
HAL vs P
+272.9%
-219.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.4% | -1.1% | +2.8% |
| 7D | -0.2% | -4.7% | +4.5% | +0.2% |
| 30D | +1.0% | -31.4% | +32.4% | +5.1% |
| 3M | -2.1% | -2.6% | +0.5% | -2.8% |
| 6M | -17.5% | +21.9% | -39.4% | -21.1% |
| YTD | +18.1% | +58.9% | -40.8% | +7.9% |
| 1Y | +19.7% | +21.7% | -2.0% | +12.4% |
| 3Y | -7.9% | +193.3% | -201.2% | -30.6% |
| 5Y | +53.1% | +275.1% | -222.1% | +7.0% |
| All | +53.1% | +272.9% | -219.8% | +7.0% |
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 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