+59.2%
HAL vs W
-55.8%
+115.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.7% | +3.1% |
| 7D | +6.1% | +0.2% | +5.9% | +6.1% |
| 30D | +2.9% | +6.8% | -3.9% | +2.1% |
| 3M | +3.3% | +10.7% | -7.3% | +2.1% |
| 6M | -16.9% | +86.3% | -103.3% | -22.9% |
| YTD | +21.2% | +11.5% | +9.7% | +17.6% |
| 1Y | +27.5% | +5.1% | +22.5% | +24.3% |
| 3Y | -6.4% | +171.0% | -177.4% | -21.5% |
| All | +59.2% | -55.8% | +115.0% | +36.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling