+111.9%
HAL vs WSM
+182.5%
-70.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -1.3% | +2.6% | -3.9% | -1.9% |
| 30D | +10.9% | -9.3% | +20.2% | +13.1% |
| 3M | -5.8% | +7.1% | -12.9% | -7.6% |
| 6M | +8.1% | +21.7% | -13.6% | +2.5% |
| YTD | +33.2% | +28.7% | +4.5% | +24.3% |
| 1Y | +74.2% | +13.9% | +60.3% | +66.8% |
| 3Y | -3.7% | +232.2% | -235.9% | -30.1% |
| 5Y | +111.9% | +176.4% | -64.5% | +54.1% |
| All | +111.9% | +182.5% | -70.6% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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