+109.7%
HAL vs EAT
+326.5%
-216.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.6% | -0.4% |
| 7D | +0.5% | -4.9% | +5.4% | +1.0% |
| 30D | +15.9% | -1.2% | +17.1% | +15.9% |
| 3M | -8.7% | +52.2% | -61.0% | -13.5% |
| 6M | +9.0% | +65.0% | -56.0% | +1.4% |
| YTD | +32.0% | +55.0% | -23.0% | +23.5% |
| 1Y | +72.5% | +42.1% | +30.4% | +62.9% |
| 3Y | -4.5% | +614.7% | -619.3% | -31.0% |
| 5Y | +109.7% | +322.7% | -213.1% | +64.3% |
| All | +109.7% | +326.5% | -216.8% | +64.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling