-2.5%
HAL vs STLA
-64.3%
+61.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -0.8% |
| 7D | +2.9% | +2.6% | +0.4% | +2.4% |
| 30D | +17.0% | -1.2% | +18.3% | +17.1% |
| 3M | -9.7% | -24.8% | +15.1% | -4.6% |
| 6M | +8.6% | -25.6% | +34.2% | +13.8% |
| YTD | +33.0% | -48.9% | +81.9% | +52.2% |
| 1Y | +68.3% | -38.8% | +107.1% | +80.4% |
| All | -2.5% | -64.3% | +61.8% | +14.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling