+7.4%
HAL vs EAT
+370.1%
-362.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.2% | +4.1% | +1.8% |
| 7D | -1.3% | -6.8% | +5.5% | +0.7% |
| 30D | +10.9% | -5.4% | +16.3% | +12.0% |
| 3M | -5.8% | +42.8% | -48.6% | -16.3% |
| 6M | +8.1% | +56.5% | -48.4% | -8.4% |
| YTD | +33.2% | +50.0% | -16.8% | +13.7% |
| 1Y | +74.2% | +38.3% | +35.9% | +50.2% |
| 3Y | -3.7% | +591.6% | -595.3% | -55.0% |
| 5Y | +111.9% | +312.6% | -200.7% | +9.3% |
| 10Y | +7.4% | +381.4% | -374.0% | -56.7% |
| All | +7.4% | +370.1% | -362.7% | -56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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