+140.0%
EWY vs HAL
+63.9%
+76.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.9% | -1.3% | -3.8% |
| 7D | +1.2% | -3.3% | +4.5% | +1.7% |
| 30D | +9.3% | +7.2% | +2.1% | +8.3% |
| 3M | +2.4% | -8.8% | +11.2% | +4.0% |
| 6M | +40.3% | +3.0% | +37.3% | +38.0% |
| YTD | +88.0% | +29.4% | +58.6% | +78.6% |
| All | +140.0% | +63.9% | +76.1% | +129.0% |
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