+2.6%
HAL vs SIRI
-10.2%
+12.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.6% | -0.9% |
| 7D | -3.3% | +0.6% | -3.9% | -3.5% |
| 30D | +8.2% | +2.5% | +5.7% | +7.2% |
| 3M | -9.4% | +6.6% | -16.1% | -11.8% |
| 6M | +0.6% | +32.9% | -32.2% | -9.2% |
| YTD | +28.6% | +50.5% | -21.9% | +11.0% |
| 1Y | +63.9% | +28.0% | +35.9% | +48.4% |
| 3Y | -7.1% | -22.4% | +15.3% | -8.6% |
| 5Y | +102.3% | -41.3% | +143.6% | +99.3% |
| All | +2.6% | -10.2% | +12.8% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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