-7.1%
HAL vs VRSK
-26.5%
+19.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -3.3% | -5.2% | +1.8% | -3.3% |
| 30D | +8.2% | -2.3% | +10.5% | +8.1% |
| 3M | -9.4% | -2.9% | -6.5% | -9.6% |
| 6M | +0.6% | -12.8% | +13.4% | +0.5% |
| YTD | +28.6% | -20.8% | +49.4% | +28.3% |
| 1Y | +63.9% | -33.2% | +97.1% | +65.8% |
| 3Y | -7.1% | -26.6% | +19.5% | -5.7% |
| All | -7.1% | -26.5% | +19.3% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 3y: compounded portfolio wealth divided by compounded VRSK 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…
3y analysis · Full analysis span regression · 6 months rolling