+17.0%
EFA vs HAL
+63.9%
-46.9%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.9% | +2.0% | -0.8% |
| 7D | -2.4% | -3.3% | +0.9% | -2.3% |
| 30D | -2.2% | +7.2% | -9.5% | -2.4% |
| 3M | +5.7% | -8.8% | +14.5% | +6.2% |
| 6M | +8.2% | +3.0% | +5.2% | +7.4% |
| YTD | +11.8% | +29.4% | -17.6% | +9.5% |
| All | +17.0% | +63.9% | -46.9% | +14.6% |
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