-13.7%
HAL vs WAB
+157.8%
-171.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -1.0% |
| 7D | -12.0% | +1.4% | -13.4% | -12.6% |
| 30D | +0.3% | +0.4% | -0.1% | -0.1% |
| 3M | -1.6% | -3.8% | +2.2% | -0.3% |
| 6M | -20.5% | +5.1% | -25.6% | -23.2% |
| YTD | +14.2% | +33.3% | -19.1% | -5.2% |
| 1Y | +18.9% | +39.8% | -21.0% | -4.3% |
| 3Y | -13.7% | +161.1% | -174.8% | -54.3% |
| All | -13.7% | +157.8% | -171.5% | -54.3% |
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