+72.5%
HAL vs STZ
-16.0%
+88.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.6% | +4.9% | 0.0% |
| 7D | +0.5% | -7.4% | +7.9% | +1.5% |
| 30D | +15.9% | -10.9% | +26.8% | +17.7% |
| 3M | -8.7% | -13.4% | +4.7% | -6.8% |
| 6M | +9.0% | -16.2% | +25.2% | +11.4% |
| YTD | +32.0% | -10.4% | +42.5% | +31.9% |
| 1Y | +72.5% | -14.8% | +87.2% | +72.5% |
| All | +72.5% | -16.0% | +88.5% | +72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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