+105.3%
HAL vs SPY
+82.0%
+23.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.2% |
| 7D | +2.9% | +0.1% | +2.8% | +2.8% |
| 30D | +17.0% | +0.1% | +17.0% | +16.9% |
| 3M | -9.7% | +2.0% | -11.6% | -11.5% |
| 6M | +8.6% | +13.0% | -4.4% | -3.8% |
| YTD | +33.0% | +13.5% | +19.4% | +17.2% |
| 1Y | +68.3% | +20.0% | +48.3% | +40.5% |
| 3Y | +0.1% | +77.2% | -77.1% | -41.7% |
| All | +105.3% | +82.0% | +23.2% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 5y: compounded portfolio wealth divided by compounded SPY 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…
5y analysis · Full analysis span regression · 6 months rolling