-9.3%
HAL vs XYZ
+61.5%
-70.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.0% | +3.5% | -0.1% |
| 7D | +2.6% | -2.1% | +4.7% | +2.8% |
| 30D | -0.1% | +7.0% | -7.1% | -1.1% |
| 3M | -1.1% | +5.1% | -6.2% | -2.0% |
| 6M | -20.7% | +14.1% | -34.8% | -22.7% |
| YTD | +17.5% | +26.4% | -8.9% | +11.8% |
| 1Y | +24.1% | +25.1% | -1.0% | +18.0% |
| All | -9.3% | +61.5% | -70.7% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 3y: compounded portfolio wealth divided by compounded XYZ 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…
3y analysis · Full analysis span regression · 6 months rolling