+590.7%
HAL vs SU
+60,758.6%
-60,167.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.6% | -0.7% |
| 7D | +0.5% | -1.0% | +1.4% | +0.5% |
| 30D | +15.9% | +13.7% | +2.2% | +15.9% |
| 3M | -8.7% | +8.0% | -16.7% | -8.7% |
| 6M | +9.0% | +21.0% | -12.0% | +9.0% |
| YTD | +32.0% | +56.2% | -24.2% | +31.9% |
| 1Y | +72.5% | +72.2% | +0.3% | +72.3% |
| 3Y | -4.5% | +118.1% | -122.6% | -4.7% |
| 5Y | +109.7% | +350.3% | -240.6% | +109.1% |
| 10Y | +1.2% | +248.5% | -247.3% | +1.0% |
| All | +590.7% | +60,758.6% | -60,167.9% | +593.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling