+25.6%
HAL vs SPXU
-30.4%
+55.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.9% | +1.7% | -3.2% |
| 7D | -7.7% | +2.2% | -9.9% | -7.6% |
| 30D | +0.7% | +3.8% | -3.1% | +0.9% |
| 3M | +2.5% | +3.3% | -0.8% | +2.6% |
| 6M | -20.7% | -16.7% | -4.0% | -21.1% |
| YTD | +18.4% | -28.6% | +47.0% | +18.7% |
| 1Y | +25.6% | -30.6% | +56.1% | +25.9% |
| All | +25.6% | -30.4% | +55.9% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling