+2.6%
HAL vs QSR
+135.2%
-132.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.3% | -1.0% |
| 7D | -3.3% | -4.0% | +0.7% | -1.1% |
| 30D | +8.2% | +2.8% | +5.4% | +6.3% |
| 3M | -9.4% | +5.1% | -14.5% | -12.7% |
| 6M | +0.6% | +8.8% | -8.2% | -5.8% |
| YTD | +28.6% | +14.8% | +13.7% | +16.1% |
| 1Y | +63.9% | +25.7% | +38.2% | +39.3% |
| 3Y | -7.1% | +27.5% | -34.7% | -25.1% |
| 5Y | +102.3% | +41.3% | +61.1% | +47.4% |
| All | +2.6% | +135.2% | -132.6% | -44.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling