+42.5%
HAL vs WM
+62.1%
-19.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.2% | -4.4% | -3.5% |
| 7D | -11.1% | +4.5% | -15.6% | -12.1% |
| 30D | -2.4% | +16.1% | -18.5% | -6.2% |
| 3M | +0.8% | +8.0% | -7.3% | -1.3% |
| 6M | -22.8% | +8.4% | -31.2% | -24.6% |
| YTD | +14.5% | +11.2% | +3.3% | +10.6% |
| 1Y | +20.2% | +22.3% | -2.1% | +12.9% |
| 3Y | -15.2% | +50.2% | -65.4% | -28.1% |
| 5Y | +42.5% | +63.3% | -20.7% | +15.1% |
| All | +42.5% | +62.1% | -19.5% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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