-6.4%
HAL vs SAN
+247.1%
-253.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.5% | +3.0% |
| 7D | +6.1% | +4.0% | +2.1% | +5.4% |
| 30D | +2.9% | -7.8% | +10.7% | +4.3% |
| 3M | +3.3% | -16.4% | +19.7% | +6.5% |
| 6M | -16.9% | +3.5% | -20.4% | -18.4% |
| YTD | +21.2% | +6.7% | +14.5% | +16.5% |
| 1Y | +27.5% | +14.5% | +13.1% | +19.9% |
| 3Y | -6.4% | +243.5% | -250.0% | -35.1% |
| All | -6.4% | +247.1% | -253.5% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 3y: compounded portfolio wealth divided by compounded SAN 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…
3y analysis · Full analysis span regression · 6 months rolling