-6.5%
U vs HAL
+72.7%
-79.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.5% |
| 7D | +4.4% | -1.3% | +5.7% | +4.3% |
| 30D | -1.3% | +10.9% | -12.2% | -1.1% |
| 3M | +49.6% | -5.8% | +55.4% | +50.8% |
| 6M | +100.2% | +8.1% | +92.1% | +98.8% |
| YTD | -3.7% | +33.2% | -36.9% | -8.3% |
| 1Y | -6.5% | +74.2% | -80.7% | -11.7% |
| All | -6.5% | +72.7% | -79.2% | -11.7% |
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 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