+1.2%
HAL vs SO
+156.9%
-155.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.2% |
| 7D | +0.5% | +1.0% | -0.6% | 0.0% |
| 30D | +15.9% | -3.2% | +19.1% | +17.5% |
| 3M | -8.7% | -1.7% | -7.0% | -8.3% |
| 6M | +9.0% | -7.2% | +16.2% | +12.1% |
| YTD | +32.0% | +4.6% | +27.5% | +28.2% |
| 1Y | +72.5% | +1.2% | +71.3% | +69.4% |
| 3Y | -4.5% | +45.3% | -49.8% | -24.1% |
| 5Y | +109.7% | +58.7% | +51.0% | +56.3% |
| 10Y | +1.2% | +155.9% | -154.7% | -27.4% |
| All | +1.2% | +156.9% | -155.7% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SO 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling