+103.6%
HAL vs QSR
+40.6%
+63.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.2% | -2.7% |
| 7D | -3.3% | -4.7% | +1.4% | -2.2% |
| 30D | +7.2% | +4.3% | +2.9% | +6.0% |
| 3M | -8.8% | +5.4% | -14.2% | -10.2% |
| 6M | +3.0% | +8.2% | -5.2% | +0.3% |
| YTD | +29.4% | +14.1% | +15.3% | +23.9% |
| 1Y | +62.8% | +28.1% | +34.7% | +50.3% |
| 3Y | -6.4% | +25.3% | -31.7% | -14.9% |
| 5Y | +103.6% | +40.4% | +63.2% | +75.1% |
| All | +103.6% | +40.6% | +63.0% | +75.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling