+706.7%
ETN vs HAL
+4.5%
+702.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.6% | +4.1% |
| 7D | +3.5% | -3.3% | +6.9% | +4.5% |
| 30D | -7.5% | +8.2% | -15.7% | -9.8% |
| 3M | +8.3% | -9.4% | +17.8% | +10.9% |
| 6M | +20.2% | +0.6% | +19.5% | +18.7% |
| YTD | +34.7% | +28.6% | +6.1% | +23.2% |
| 1Y | +19.4% | +63.9% | -44.4% | +0.8% |
| 3Y | +85.5% | -7.1% | +92.6% | +81.0% |
| 5Y | +186.6% | +102.3% | +84.3% | +104.3% |
| All | +706.7% | +4.5% | +702.1% | +457.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling