+91.0%
EEM vs HAL
-4.2%
+95.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.3% |
| 7D | +3.1% | +0.5% | +2.6% | +3.0% |
| 30D | +4.9% | +15.9% | -11.1% | +2.7% |
| 3M | +5.2% | -8.7% | +13.9% | +6.5% |
| 6M | +20.7% | +9.0% | +11.7% | +18.4% |
| YTD | +26.5% | +32.0% | -5.6% | +20.1% |
| 1Y | +37.8% | +72.5% | -34.6% | +25.0% |
| 3Y | +91.0% | -4.5% | +95.5% | +82.5% |
| All | +91.0% | -4.2% | +95.1% | +82.5% |
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