+94.6%
HAL vs VRSK
-11.9%
+106.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.7% | -2.8% |
| 7D | -3.3% | -7.7% | +4.5% | -2.7% |
| 30D | +7.2% | -2.8% | +10.0% | +7.4% |
| 3M | -8.8% | -3.7% | -5.1% | -8.8% |
| 6M | +3.0% | -12.8% | +15.7% | +3.8% |
| YTD | +29.4% | -21.0% | +50.4% | +31.5% |
| 1Y | +62.8% | -32.5% | +95.3% | +69.0% |
| 3Y | -6.4% | -26.5% | +20.1% | -4.8% |
| All | +94.6% | -11.9% | +106.5% | +92.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling