+249.6%
HL vs HAL
-5.8%
+255.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.1% | -5.0% | -2.6% |
| 7D | -11.1% | +6.1% | -17.2% | -12.4% |
| 30D | -12.1% | +2.9% | -15.0% | -12.9% |
| 3M | -26.1% | +3.3% | -29.4% | -26.7% |
| 6M | -37.7% | -16.9% | -20.8% | -35.1% |
| YTD | -31.7% | +21.2% | -52.9% | -36.0% |
| 1Y | -11.6% | +27.5% | -39.2% | -18.3% |
| 3Y | +249.6% | -6.4% | +256.1% | +309.9% |
| All | +249.6% | -5.8% | +255.4% | +309.9% |
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