+555.5%
HAL vs WAB
+4,092.2%
-3,536.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.9% |
| 7D | +2.9% | -3.2% | +6.1% | +4.4% |
| 30D | +17.0% | -4.4% | +21.5% | +19.3% |
| 3M | -9.7% | +7.9% | -17.5% | -13.4% |
| 6M | +8.6% | +8.7% | -0.1% | +3.0% |
| YTD | +33.0% | +33.0% | 0.0% | +15.3% |
| 1Y | +68.3% | +46.7% | +21.7% | +39.3% |
| 3Y | +0.1% | +153.0% | -152.9% | -35.3% |
| 5Y | +102.6% | +222.3% | -119.6% | +18.1% |
| 10Y | +3.8% | +291.0% | -287.2% | -43.2% |
| All | +555.5% | +4,092.2% | -3,536.7% | +94.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling