-3.4%
HAL vs WAB
+162.1%
-165.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.9% |
| 7D | +2.9% | -3.2% | +6.1% | +4.3% |
| 30D | +17.0% | -4.4% | +21.5% | +19.2% |
| 3M | -9.7% | +7.9% | -17.5% | -13.6% |
| 6M | +8.6% | +8.7% | -0.1% | +2.6% |
| YTD | +33.0% | +33.0% | 0.0% | +11.5% |
| 1Y | +68.3% | +46.7% | +21.7% | +32.7% |
| All | -3.4% | +162.1% | -165.4% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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