+42.5%
HAL vs RF
+42.4%
+0.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.1% | -1.1% | -2.2% |
| 7D | -11.1% | -1.6% | -9.5% | -10.4% |
| 30D | -2.4% | +5.0% | -7.5% | -5.0% |
| 3M | +0.8% | -10.0% | +10.8% | +6.1% |
| 6M | -22.8% | +3.3% | -26.1% | -24.9% |
| YTD | +14.5% | +7.9% | +6.6% | +7.9% |
| 1Y | +20.2% | +21.2% | -1.1% | +5.9% |
| 3Y | -15.2% | +105.8% | -121.0% | -44.5% |
| 5Y | +42.5% | +43.7% | -1.2% | +9.1% |
| All | +42.5% | +42.4% | +0.1% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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