+139.1%
HAL vs SPXU
-100.0%
+239.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | 0.0% |
| 7D | +2.9% | -0.1% | +3.1% | +2.9% |
| 30D | +17.0% | +0.8% | +16.2% | +17.5% |
| 3M | -9.7% | -4.7% | -4.9% | -11.2% |
| 6M | +8.6% | -29.6% | +38.2% | -7.0% |
| YTD | +33.0% | -29.9% | +62.9% | +14.2% |
| 1Y | +68.3% | -39.1% | +107.4% | +36.4% |
| 3Y | +0.1% | -80.0% | +80.1% | -45.8% |
| 5Y | +102.6% | -86.0% | +188.7% | +11.9% |
| 10Y | +3.8% | -99.5% | +103.4% | -80.8% |
| All | +139.1% | -100.0% | +239.1% | -91.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling