+18.9%
HAL vs PL
-3.5%
+22.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +10.4% | -10.6% | -0.7% |
| 7D | -12.0% | -6.8% | -5.1% | -11.8% |
| 30D | +0.3% | -29.3% | +29.6% | +1.4% |
| 3M | -1.6% | -44.8% | +43.2% | +0.2% |
| 6M | -20.5% | -68.4% | +47.9% | -17.6% |
| YTD | +14.2% | -36.4% | +50.6% | +15.5% |
| 1Y | +18.9% | +0.7% | +18.1% | +19.0% |
| All | +18.9% | -3.5% | +22.4% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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