+68.3%
HAL vs SRE
+4.7%
+63.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | +2.9% | -0.3% | +3.3% | +3.0% |
| 30D | +17.0% | -0.7% | +17.8% | +17.1% |
| 3M | -9.7% | -6.3% | -3.3% | -7.9% |
| 6M | +8.6% | -10.7% | +19.3% | +12.2% |
| YTD | +33.0% | -3.5% | +36.5% | +32.4% |
| 1Y | +68.3% | +5.3% | +63.0% | +51.6% |
| All | +68.3% | +4.7% | +63.6% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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