+72.5%
HAL vs STLA
-40.1%
+112.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.3% | -0.6% |
| 7D | +0.5% | +0.7% | -0.3% | +0.4% |
| 30D | +15.9% | -2.4% | +18.3% | +16.0% |
| 3M | -8.7% | -23.9% | +15.2% | -7.9% |
| 6M | +9.0% | -24.6% | +33.7% | +9.0% |
| YTD | +32.0% | -50.5% | +82.5% | +39.3% |
| 1Y | +72.5% | -39.8% | +112.3% | +86.7% |
| All | +72.5% | -40.1% | +112.6% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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