+2.6%
HAL vs SPXU
-99.6%
+102.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -1.7% |
| 7D | -3.3% | +2.5% | -5.8% | -2.2% |
| 30D | +8.2% | +4.2% | +4.0% | +10.2% |
| 3M | -9.4% | -9.3% | -0.2% | -13.0% |
| 6M | +0.6% | -30.7% | +31.3% | -13.7% |
| YTD | +28.6% | -28.1% | +56.7% | +12.7% |
| 1Y | +63.9% | -35.2% | +99.1% | +38.3% |
| 3Y | -7.1% | -79.9% | +72.8% | -48.0% |
| 5Y | +102.3% | -86.4% | +188.7% | +14.1% |
| All | +2.6% | -99.6% | +102.1% | -78.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling