+261.2%
HL vs HAL
+5.2%
+256.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.9% | -1.1% | -2.9% |
| 7D | -5.6% | -3.3% | -2.3% | -4.4% |
| 30D | +12.7% | +7.2% | +5.5% | +9.9% |
| 3M | +42.5% | -8.8% | +51.3% | +46.4% |
| 6M | -9.0% | +3.0% | -12.0% | -11.3% |
| YTD | +4.4% | +29.4% | -25.0% | -6.8% |
| 1Y | +82.7% | +62.8% | +19.8% | +47.3% |
| 3Y | +406.3% | -6.4% | +412.7% | +394.3% |
| 5Y | +238.2% | +103.6% | +134.5% | +136.8% |
| All | +261.2% | +5.2% | +256.0% | +125.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling