+8.1%
HAL vs VRSK
-16.3%
+24.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +1.0% |
| 7D | -1.3% | -5.4% | +4.1% | -1.7% |
| 30D | +10.9% | -1.8% | +12.6% | +10.8% |
| 3M | -5.8% | -2.2% | -3.6% | -6.3% |
| 6M | +8.1% | -14.9% | +23.0% | +2.1% |
| All | +8.1% | -16.3% | +24.4% | +2.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling