-12.3%
HAL vs SN
+681.9%
-694.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.9% | -2.8% | -0.3% |
| 7D | -7.9% | +7.6% | -15.5% | -8.8% |
| 30D | -2.1% | +24.1% | -26.1% | -5.0% |
| 3M | +0.4% | +23.7% | -23.3% | -2.7% |
| 6M | -19.2% | +105.5% | -124.8% | -28.1% |
| YTD | +14.4% | +105.1% | -90.7% | +1.2% |
| 1Y | +18.0% | +148.3% | -130.3% | +0.5% |
| 3Y | -9.7% | +438.7% | -448.4% | -27.3% |
| All | -12.3% | +681.9% | -694.2% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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