+3,310.4%
V vs HAL
+15.5%
+3,294.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +2.2% | -12.0% | +14.2% | +5.5% |
| 30D | +13.6% | +0.3% | +13.3% | +13.3% |
| 3M | +14.3% | -1.6% | +15.9% | +14.2% |
| 6M | +33.1% | -20.5% | +53.6% | +39.8% |
| YTD | +21.2% | +14.2% | +7.0% | +14.9% |
| 1Y | +26.4% | +18.9% | +7.6% | +18.4% |
| 3Y | +77.6% | -13.7% | +91.3% | +75.4% |
| 5Y | +102.6% | +42.2% | +60.4% | +64.8% |
| 10Y | +464.4% | -16.7% | +481.1% | +352.3% |
| All | +3,310.4% | +15.5% | +3,294.9% | +1,681.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling