+534.0%
HAL vs WY
+612.4%
-78.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +2.3% |
| 7D | +6.1% | -0.8% | +6.9% | +6.5% |
| 30D | +2.9% | +10.1% | -7.2% | -2.5% |
| 3M | +3.3% | -15.4% | +18.7% | +11.0% |
| 6M | -16.9% | -8.3% | -8.6% | -15.1% |
| YTD | +21.2% | -9.8% | +31.0% | +23.9% |
| 1Y | +27.5% | -3.9% | +31.4% | +26.1% |
| 3Y | -6.4% | -23.3% | +16.9% | +2.0% |
| 5Y | +58.0% | -31.2% | +89.2% | +79.9% |
| 10Y | -14.6% | +5.5% | -20.2% | -19.7% |
| All | +534.0% | +612.4% | -78.4% | +234.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling