+498.0%
HAL vs EAT
+9,855.7%
-9,357.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.1% | +0.9% |
| 7D | -6.5% | -5.9% | -0.6% | -5.2% |
| 30D | -2.1% | +0.7% | -2.8% | -2.8% |
| 3M | -4.9% | -14.2% | +9.4% | -2.5% |
| 6M | -19.3% | +40.7% | -60.0% | -27.5% |
| YTD | +14.3% | +36.0% | -21.7% | +2.0% |
| 1Y | +17.3% | +83.1% | -65.7% | -3.6% |
| 3Y | -10.9% | +474.8% | -485.7% | -48.2% |
| 5Y | +47.4% | +347.6% | -300.2% | -14.1% |
| 10Y | -20.8% | +321.5% | -342.3% | -58.5% |
| All | +498.0% | +9,855.7% | -9,357.7% | +55.4% |
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