-6.4%
HAL vs Z
-18.1%
+11.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.5% | -0.4% | +2.9% |
| 7D | +6.1% | +0.8% | +5.2% | +6.0% |
| 30D | +2.9% | +5.2% | -2.3% | +2.2% |
| 3M | +3.3% | -17.0% | +20.4% | +4.3% |
| 6M | -16.9% | -22.7% | +5.7% | -15.7% |
| YTD | +21.2% | -56.3% | +77.5% | +30.5% |
| 1Y | +27.5% | -57.7% | +85.2% | +37.7% |
| 3Y | -6.4% | -16.5% | +10.1% | -5.3% |
| All | -6.4% | -18.1% | +11.7% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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