+59.2%
HAL vs SU
+230.1%
-170.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +2.3% |
| 7D | +6.1% | +1.7% | +4.4% | +4.6% |
| 30D | +2.9% | -7.9% | +10.8% | +10.1% |
| 3M | +3.3% | +7.5% | -4.2% | -3.9% |
| 6M | -16.9% | +7.2% | -24.1% | -23.1% |
| YTD | +21.2% | +60.9% | -39.7% | -22.9% |
| 1Y | +27.5% | +63.6% | -36.1% | -20.2% |
| 3Y | -6.4% | +128.9% | -135.3% | -57.3% |
| All | +59.2% | +230.1% | -170.9% | -46.7% |
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