+103.6%
HAL vs WTW
+42.3%
+61.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.4% | -3.0% |
| 7D | -3.3% | -7.8% | +4.5% | -1.2% |
| 30D | +7.2% | -7.9% | +15.1% | +9.5% |
| 3M | -8.8% | +19.9% | -28.7% | -13.8% |
| 6M | +3.0% | +9.8% | -6.8% | -0.7% |
| YTD | +29.4% | -3.3% | +32.7% | +29.9% |
| 1Y | +62.8% | -3.3% | +66.1% | +63.2% |
| 3Y | -6.4% | +61.5% | -68.0% | -25.9% |
| 5Y | +103.6% | +42.6% | +61.0% | +69.4% |
| All | +103.6% | +42.3% | +61.3% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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