-14.9%
HAL vs WU
-38.9%
+24.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.4% | +1.8% | +2.5% |
| 7D | +6.1% | -2.0% | +8.1% | +7.1% |
| 30D | +2.9% | +11.4% | -8.5% | -3.2% |
| 3M | +3.3% | -6.8% | +10.2% | +5.8% |
| 6M | -16.9% | -14.6% | -2.3% | -13.3% |
| YTD | +21.2% | -20.6% | +41.8% | +29.9% |
| 1Y | +27.5% | -15.4% | +42.9% | +31.3% |
| 3Y | -6.4% | -23.6% | +17.2% | -2.3% |
| 5Y | +58.0% | -43.4% | +101.4% | +91.5% |
| All | -14.9% | -38.9% | +24.1% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling