+68.3%
HAL vs WY
-5.4%
+73.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | +2.9% | -2.6% | +5.6% | +3.1% |
| 30D | +17.0% | -10.9% | +28.0% | +18.1% |
| 3M | -9.7% | -6.0% | -3.6% | -9.3% |
| 6M | +8.6% | -5.6% | +14.3% | +8.9% |
| YTD | +33.0% | -1.1% | +34.1% | +29.8% |
| 1Y | +68.3% | -7.5% | +75.8% | +66.1% |
| All | +68.3% | -5.4% | +73.7% | +66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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