+16.7%
U vs HAL
+17.0%
-0.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.1% | -2.1% |
| 7D | +24.4% | -6.5% | +30.8% | +23.5% |
| 30D | +7.4% | -2.1% | +9.5% | +6.9% |
| 3M | +16.8% | -4.9% | +21.6% | +16.0% |
| 6M | +78.8% | -19.3% | +98.1% | +76.4% |
| YTD | +14.0% | +14.3% | -0.3% | +7.3% |
| 1Y | +16.7% | +17.3% | -0.6% | +10.1% |
| All | +16.7% | +17.0% | -0.3% | +10.1% |
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