+72.5%
HAL vs WAT
+32.5%
+40.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.8% |
| 7D | +0.5% | -0.7% | +1.2% | +0.4% |
| 30D | +15.9% | -1.0% | +16.9% | +15.9% |
| 3M | -8.7% | +10.9% | -19.6% | -8.5% |
| 6M | +9.0% | +33.2% | -24.1% | +8.6% |
| YTD | +32.0% | +6.1% | +25.9% | +34.4% |
| 1Y | +72.5% | +30.2% | +42.2% | +81.4% |
| All | +72.5% | +32.5% | +40.0% | +81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 1y: compounded portfolio wealth divided by compounded WAT 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…
1y analysis · Full analysis span regression · 6 months rolling