+534.0%
HAL vs SU
+62,578.4%
-62,044.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +3.1% |
| 7D | +6.1% | +1.7% | +4.4% | +6.1% |
| 30D | +2.9% | -7.9% | +10.8% | +2.9% |
| 3M | +3.3% | +7.5% | -4.2% | +3.3% |
| 6M | -16.9% | +7.2% | -24.1% | -16.9% |
| YTD | +21.2% | +60.9% | -39.7% | +21.1% |
| 1Y | +27.5% | +63.6% | -36.1% | +27.4% |
| 3Y | -6.4% | +128.9% | -135.3% | -6.6% |
| 5Y | +58.0% | +228.3% | -170.3% | +57.7% |
| 10Y | -14.6% | +240.6% | -255.2% | -14.8% |
| All | +534.0% | +62,578.4% | -62,044.4% | +536.5% |
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