+2.6%
HAL vs SU
+267.2%
-264.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | -3.3% | +2.2% | -5.5% | -5.2% |
| 30D | +8.2% | +8.4% | -0.3% | +0.2% |
| 3M | -9.4% | +12.1% | -21.5% | -19.1% |
| 6M | +0.6% | +19.7% | -19.0% | -15.8% |
| YTD | +28.6% | +58.4% | -29.8% | -17.2% |
| 1Y | +63.9% | +67.2% | -3.3% | +0.2% |
| 3Y | -7.1% | +125.0% | -132.2% | -57.3% |
| 5Y | +102.3% | +355.1% | -252.7% | -52.6% |
| All | +2.6% | +267.2% | -264.7% | -69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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