+546.8%
ON vs HAL
-16.5%
+563.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.7% | +0.4% |
| 7D | +17.0% | +2.6% | +14.4% | +15.7% |
| 30D | -3.9% | -0.1% | -3.8% | -3.8% |
| 3M | -11.5% | -1.1% | -10.4% | -11.2% |
| 6M | -29.2% | -20.7% | -8.4% | -22.2% |
| YTD | +36.2% | +17.5% | +18.6% | +24.0% |
| 1Y | +49.6% | +24.1% | +25.5% | +32.8% |
| 3Y | +9.4% | -8.4% | +17.8% | +7.7% |
| 5Y | +25.8% | +53.2% | -27.4% | -9.7% |
| All | +546.8% | -16.5% | +563.3% | +298.7% |
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 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