+25.0%
HL vs HAL
+25.6%
-0.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -3.1% | +16.3% | +13.8% |
| 7D | +0.2% | -7.7% | +7.9% | +1.8% |
| 30D | -12.1% | +0.7% | -12.8% | -12.5% |
| 3M | -2.8% | +2.5% | -5.3% | -3.0% |
| 6M | -14.9% | -20.7% | +5.8% | -9.7% |
| YTD | -22.0% | +18.4% | -40.4% | -28.1% |
| 1Y | +25.0% | +25.6% | -0.6% | +12.7% |
| All | +25.0% | +25.6% | -0.6% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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