+68.3%
HAL vs QSR
+33.2%
+35.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | +2.9% | +2.4% | +0.5% | +3.1% |
| 30D | +17.0% | +7.6% | +9.4% | +17.5% |
| 3M | -9.7% | +12.6% | -22.3% | -9.1% |
| 6M | +8.6% | +14.4% | -5.7% | +9.6% |
| YTD | +33.0% | +19.6% | +13.4% | +34.2% |
| 1Y | +68.3% | +33.9% | +34.4% | +73.5% |
| All | +68.3% | +33.2% | +35.1% | +73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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