+595.7%
HAL vs EAT
+11,644.8%
-11,049.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | +2.9% | 0.0% | +2.9% | +2.9% |
| 30D | +17.0% | +1.9% | +15.2% | +16.0% |
| 3M | -9.7% | +68.7% | -78.3% | -21.3% |
| 6M | +8.6% | +66.9% | -58.3% | -6.6% |
| YTD | +33.0% | +60.4% | -27.4% | +15.0% |
| 1Y | +68.3% | +44.0% | +24.3% | +47.7% |
| 3Y | +0.1% | +604.7% | -604.6% | -44.4% |
| 5Y | +102.6% | +347.0% | -244.4% | +19.1% |
| 10Y | +3.8% | +390.8% | -386.9% | -47.3% |
| All | +595.7% | +11,644.8% | -11,049.0% | +75.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling