+3.2%
HAL vs SRE
+124.1%
-120.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.7% | -2.1% |
| 7D | -3.3% | -0.7% | -2.6% | -2.9% |
| 30D | +7.2% | -1.7% | +8.9% | +7.9% |
| 3M | -8.8% | -7.1% | -1.7% | -5.1% |
| 6M | +3.0% | -8.4% | +11.3% | +7.5% |
| YTD | +29.4% | -3.5% | +32.9% | +30.4% |
| 1Y | +62.8% | +5.4% | +57.4% | +54.8% |
| 3Y | -6.4% | +29.5% | -36.0% | -25.9% |
| 5Y | +103.6% | +48.3% | +55.3% | +46.5% |
| All | +3.2% | +124.1% | -120.9% | -30.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling