+111.3%
HAL vs SPXU
-100.0%
+211.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | 0.0% |
| 7D | +2.6% | -9.4% | +12.0% | -1.8% |
| 30D | -0.1% | +7.4% | -7.5% | +3.9% |
| 3M | -1.1% | +6.2% | -7.3% | +2.4% |
| 6M | -20.7% | -7.2% | -13.5% | -22.5% |
| YTD | +17.5% | -26.8% | +44.3% | +3.7% |
| 1Y | +24.1% | -26.3% | +50.4% | +10.3% |
| 3Y | -8.4% | -80.6% | +72.2% | -51.1% |
| 5Y | +53.2% | -83.6% | +136.8% | -8.0% |
| 10Y | -17.2% | -99.5% | +82.3% | -84.4% |
| All | +111.3% | -100.0% | +211.3% | -92.1% |
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 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