-2.5%
HAL vs W
+39.1%
-41.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.1% | -0.8% |
| 7D | +2.9% | -4.2% | +7.1% | +3.3% |
| 30D | +17.0% | -7.6% | +24.6% | +17.8% |
| 3M | -9.7% | +37.2% | -46.8% | -13.8% |
| 6M | +8.6% | +26.3% | -17.7% | +4.0% |
| YTD | +33.0% | -1.0% | +34.0% | +31.0% |
| 1Y | +68.3% | +20.1% | +48.2% | +58.8% |
| All | -2.5% | +39.1% | -41.5% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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