+419.5%
HL vs HAL
-4.5%
+424.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.7% |
| 7D | +0.4% | -1.3% | +1.7% | +0.7% |
| 30D | +18.8% | +10.9% | +7.9% | +15.8% |
| 3M | +43.7% | -5.8% | +49.6% | +45.6% |
| 6M | -1.0% | +8.1% | -9.2% | -4.3% |
| YTD | +8.7% | +33.2% | -24.5% | -0.9% |
| 1Y | +105.0% | +74.2% | +30.8% | +70.6% |
| All | +419.5% | -4.5% | +424.0% | +500.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling