+1.9%
HAL vs SO
+154.3%
-152.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.2% | -0.3% |
| 7D | +2.9% | -0.2% | +3.1% | +3.0% |
| 30D | +17.0% | -4.6% | +21.6% | +19.4% |
| 3M | -9.7% | -3.0% | -6.6% | -8.7% |
| 6M | +8.6% | -8.3% | +16.9% | +12.3% |
| YTD | +33.0% | +3.5% | +29.5% | +29.8% |
| 1Y | +68.3% | -0.9% | +69.2% | +67.0% |
| 3Y | +0.1% | +45.4% | -45.2% | -20.6% |
| 5Y | +102.6% | +59.6% | +43.0% | +50.3% |
| All | +1.9% | +154.3% | -152.4% | -26.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling