+79.7%
HL vs HAL
+63.9%
+15.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.9% | -1.1% | -3.9% |
| 7D | -5.6% | -3.3% | -2.3% | -5.5% |
| 30D | +12.7% | +7.2% | +5.5% | +12.8% |
| 3M | +42.5% | -8.8% | +51.3% | +42.9% |
| 6M | -9.0% | +3.0% | -12.0% | -8.9% |
| YTD | +4.4% | +29.4% | -25.0% | +9.6% |
| All | +79.7% | +63.9% | +15.8% | +118.3% |
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