+72.5%
HAL vs S
+4.5%
+68.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.5% | -0.8% |
| 7D | +0.5% | -5.8% | +6.3% | +0.4% |
| 30D | +15.9% | -9.2% | +25.1% | +15.6% |
| 3M | -8.7% | +23.4% | -32.1% | -8.0% |
| 6M | +9.0% | +36.9% | -27.9% | +10.7% |
| YTD | +32.0% | +29.5% | +2.5% | +33.6% |
| 1Y | +72.5% | +5.4% | +67.0% | +70.1% |
| All | +72.5% | +4.5% | +68.0% | +70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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