+103.6%
HAL vs SU
+341.5%
-237.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.7% | -2.7% |
| 7D | -3.3% | +1.7% | -4.9% | -4.6% |
| 30D | +7.2% | +9.6% | -2.4% | -1.1% |
| 3M | -8.8% | +11.7% | -20.5% | -17.7% |
| 6M | +3.0% | +21.9% | -18.9% | -14.3% |
| YTD | +29.4% | +58.6% | -29.2% | -14.8% |
| 1Y | +62.8% | +66.5% | -3.7% | +2.5% |
| 3Y | -6.4% | +121.4% | -127.9% | -54.3% |
| 5Y | +103.6% | +355.7% | -252.1% | -40.1% |
| All | +103.6% | +341.5% | -237.9% | -40.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling